Difference between revisions of "Giving access to the system to other people"

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You can create a separate user for the person who needs to access your admin page in Manage//Users and assign the corresponding rights to that user. See the list of available user roles [[System_user_rights| here]].
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{{#seo:
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|title=Giving access to the system to other people - SimplyBook.me
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|description=Share system access securely with team members. Manage permissions and roles effectively. Learn how here!
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|titlemode=append
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, custom booking page link, domain name, custom domain name, custom url
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[[File:Create user.png | center]]
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<br><br>
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You can create a separate user for the person who needs to access your admin page in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users</span> and assign the corresponding rights to him/her. <br>See the list of available user roles <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Adding_other_users_to_the_system#User_Roles| here]].</span>
  
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[[File:Create new user path redesigned.png|1200px | center|link=https://help.simplybook.me/images/f/f0/Create_new_user_path_redesigned.png]]
  
  
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[[File:Create user window.png | center]]
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[[File:Relate user with provider redesined.png|1200px | center|link=https://help.simplybook.me/images/4/4b/Relate_user_with_provider_redesined.png]]
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<br><br>
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When adding new user details just enable the switch <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send login information to user</span> and save the user record.<br>
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The system will automatically send the email with the login credentials according to the template you have set in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">New user login notification.</span>
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[[File:New user notification redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/e8/New_user_notification_redesigned.png]]
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<br><br>
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Or you can manually send login and password to your users along with the link to your admin page after saving the user.
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<br><br>

Latest revision as of 15:33, 11 December 2024



You can create a separate user for the person who needs to access your admin page in Manage -> Users and assign the corresponding rights to him/her.
See the list of available user roles here.

Create new user path redesigned.png


Relate user with provider redesined.png



When adding new user details just enable the switch Send login information to user and save the user record.
The system will automatically send the email with the login credentials according to the template you have set in Settings -> Email and SMS Settings -> New user login notification.

New user notification redesigned.png



Or you can manually send login and password to your users along with the link to your admin page after saving the user.

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