Adding other users to the system: Difference between revisions

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|title=Setting up providers in SimplyBook.me Appointment scheduler

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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, system users, system users

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==How to create new system user==

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> page and assign the corresponding rights to that user. <br>

See the list of available user roles below.

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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;'''Admin'''

If you created the system for your company at SimplyBook.me then you have <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">admin</span> rights by default. This means the highest access level among all users and you can create other administrators with the same access level.

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' To protect your system from mistakes, we do not allow to delete the default administrator so if he/she should no longer have admin rights, you need to change his/her email and password to limit the access. The second and further admins can be removed.</span>

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The <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Senior employee</span> level allows the users to see the workload of others but they can only make changes to settings that relate to providers. These users do not have access to company configuration settings. Senior employee users are not tied to specific service provider/s. They have full access to all service providers added to the system, allowing them to view, add, edit, change schedules, and delete providers.

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This is a list of functions they cannot access:

*Dashboard

''(for more details see table below)''

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;'''Junior Employee'''

In cases, company has many employees with roles primarily focused on their own tasks, the Junior employee user can be created. This user level grants employees the ability to view their own workload and make modifications to their own schedule and bookings. When creating a Junior employee, the option to select the associated service provider/s is available. Notably, it is possible to connect more than 1 service provider to a Junior employee user, enhancing flexibility and control across various setup scenarios.

<nowiki>*</nowiki>''On the enterprise level it is possible to hide client contact details from Junior Employees, as well as prohibit editing and cancelling bookings, statuses updates.''

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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If a <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior employee</span> user is not assigned to any service provider then his level of access will be automatically downgraded to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer</span> level.</span>

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;'''Viewer'''

In some cases you may want to allow someone to see what is going on with company bookings but not be able to make any changes. This user should be set as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer.</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewers</span> can not change anything, and they can not add any bookings.<br>

<nowiki>*</nowiki>''On the enterprise level it is possible to hide client contact details from Viewers.''

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;'''Operator POS'''

This level was created mainly for managing <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Point_of_Sale_custom_feature|POS interface]]</span> and sell services, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|classes]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|packages]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|memberships]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products_for_Sale_custom_feature|products]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Add-Ons_custom_feature|add-ons]],</span><br>

but also has access to Calendar, Clients, some reports and view only access to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|Memberships]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|Coupons&Gift Cards]],</span> Services/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|Classes]]</span> and Providers.

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;'''Doorman'''

Only has the ability to validate <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets_custom_feature|Tickets]].</span>

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{| style="width:100%; border: 2px solid black; background-color: rgb(255,255,255); border-collapse: collapse;"

|- style="background-color: rgb(6,173,239);"

! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase; color: white;" | Junior Employee

! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase; color: white;" | Viewer

|-

| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Dashboard

|-

| style="width: 20%;" |

| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>

| style="border-bottom: 1px solid black; text-align: center; " | &#10004;<br>in own bookings

| style="border-bottom: 1px solid black;" | View/Add/Edit/[[Custom_Features#Client_Login|Merge]]*/Delete clients

| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>

| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>

|-

| style="width: 20%;" |

| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Service_Add-ons |service add-ons]]* <br> View/Add/Edit/Delete [[Custom_Features#Products_for_Sale |products for sale]]*<br>View/Add/Edit/Delete [[Related_Resources_custom_feature|related resources]]*

| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>

| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>

| style="width: 20%;" |

| style="border-bottom: 1px solid black;" | View/Accept/Delete [[Custom_Features#Accept_Payments |payment transactions]]* <br> View/Approve/Decline [[Approve_Bookings_custom_feature|pending]]* bookings  

| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>

| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>

|-

| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Custom Features

|-

| style="width: 20%;" |

| style="width: 20%;" |

| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards]]* notifications settings

| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>

| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>

:<nowiki>*</nowiki> - ''corresponding custom feature should be already enabled by admin.''

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