Adding other users to the system: Difference between revisions
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{{#seo: | {{#seo: | ||
|title=Setting up providers in SimplyBook.me Appointment scheduler | |title=Setting up providers in SimplyBook.me Appointment scheduler | ||
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==How to create new system user== | ==How to create new system user== | ||
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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> page and assign the corresponding rights to that user. <br> | 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. | See the list of available user roles below. | ||
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==User Roles== | ==User Roles== <!--T:4--> | ||
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;'''Admin''' | ;'''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. | 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. | ||
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<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> | <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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This is a list of functions they cannot access: | This is a list of functions they cannot access: | ||
*Dashboard | *Dashboard | ||
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;'''Junior Employee''' | ;'''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. | 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. | ||
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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> | <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''' | ;'''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> | 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> | ||
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;'''Operator POS''' | ;'''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> | 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> | ||
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;'''Doorman''' | ;'''Doorman''' | ||
Only has the ability to validate <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets_custom_feature|Tickets]].</span> | 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="width:100%; border: 2px solid black; background-color: rgb(255,255,255); border-collapse: collapse;" | ||
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|- | |- | ||
| 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 | | 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 | ||
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|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
| style="border-bottom: 1px solid black;" | Edit client info from the booking | | style="border-bottom: 1px solid black;" | Edit client info from the booking/Add clients | ||
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | ✔<br>in own bookings | | style="border-bottom: 1px solid black; text-align: center; " | ✔<br>in own bookings | ||
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| style="border-bottom: 1px solid black;" | View/Add/Edit/[[Custom_Features#Client_Login|Merge]]*/Delete clients | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br>(see Calendar) <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
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