Difference between revisions of "Adding other users to the system"

From SimplyBook.me
Line 41: Line 41:
 
*Directory settings
 
*Directory settings
 
*Widgets
 
*Widgets
−
 
+
''(for more details see table below)''
−
 
+
<br><br>
 
;Junior Employee
 
;Junior Employee
 
When your company has many employees and their function mainly relates to their own job, the Junior employee settings can be used. This setting allows the user only to see workload and make changes to own bookings but not for others. The Junior employee can not see what the others are doing.
 
When your company has many employees and their function mainly relates to their own job, the Junior employee settings can be used. This setting allows the user only to see workload and make changes to own bookings but not for others. The Junior employee can not see what the others are doing.
Line 49: Line 49:
 
*'Worktime' (can change only own worktime)
 
*'Worktime' (can change only own worktime)
 
*'Service providers' (can see only himself)
 
*'Service providers' (can see only himself)
−
''Remark: If a 'Junior employee' user is not assigned to any employee then his level of access will be automatically downgraded to 'Viewer'''
+
''(for more details see table below)''<br><br>
 +
:''Remark: If a 'Junior employee' user is not assigned to any employee then his level of access will be automatically downgraded to 'Viewer'''
  
  
Line 57: Line 58:
 
*Calendar (view only)
 
*Calendar (view only)
 
*Services (view only)
 
*Services (view only)
 +
''(for more details see table below)''
 +
<br><br>
 +
 +
{| style="width:1200px; border: 2px solid black; background-color: rgb(255,255,255); border-collapse: collapse;"
 +
|- style="background-color: rgb(188,188,188);"
 +
! colspan="2" style="font-weight: bold; border-bottom: 2px solid black; padding: 30px; text-transform: uppercase;" | Options list
 +
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase;" | Senior Employee
 +
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase;" | Junior Employee
 +
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase;" | Viewer
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220);  font-weight: bold;" | Bookings
 +
|-
 +
| style="width: 25%;" |
 +
| style="border-bottom: 1px solid black;" | View Bookings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>(all providers')
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>(own only)
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; <br>(all providers')
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Create/Edit/Cancel bookings
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own only)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Export bookings
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Add breaktimes
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own schedule)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Update booking statuses
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Add comments to bookings
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220);  font-weight: bold;" | Managing the services
 +
|-
 +
| View:
 +
| style="border-bottom: 1px solid black; height: 60px;" | Services
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Providers
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own details)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Locations*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;<br>(related to this provider)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Categories*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Memberships*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Promotions*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|Create/Edit/Delete:
 +
| style="border-bottom: 1px solid black;height:60px;" | Services
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height:60px;" | Providers
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(edit own information)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Locations*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(unattach own provider only)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height:60px;" | Categories*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height:60px;" | Memberships*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height:60px;" | Promotions*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Connect providers to services/locations
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Connect services to providers/categories/memberships
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220); font-weight: bold;" | Time settings related
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Edit schedules
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(all providers')
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own only)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220);  font-weight: bold;" | Custom Features related
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Calendar_Sync | Calendar Sync*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(connect calendars)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Provider.27s_Color_Coding | Provider color coding*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(set color per provider)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Limit_Bookings | Limit bookings*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;<br>(update limits per service)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Intake_Forms | Intake forms*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(create/edit/delete)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Status | Status*]]<br>(create/edit/delete)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Approve_Bookings | Approve bookings*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(approve/decline bookings)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" |  &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Book_Soon_Notification_System | Book Soon notifications*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(create/edit/delete)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#News | News*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(create/edit/delete)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220);  font-weight: bold;" | Reports
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Detailed report
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Client report
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | SMS report
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Reviews(reply/delete)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Payment transactions(view/approve)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Membership payments(view/approve)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220);  font-weight: bold;" | Account information related
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Change own password
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | See subscription details
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | See top-menu notifications
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
|}
 +
:<nowiki>*</nowiki> - ''corresponding custom feature should be already enabled by admin.''
 +
<br><br>

Revision as of 09:41, 28 August 2017



How to create new system user

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 below.

To create new user please click on "Add button":
Adduser.png



Fill in login, first and last names, email address, relate to some provider if necessary and set first password in the popup that appeared.
Create user window.png



After this, just send login and password for your users along with the link to your admin page.


User Roles

UserRolesDescription.png



Admin

If you created the system for your company at SimplyBook.me then you have admin rights by default. This means the highest access level of all users and as such you can create other administrators.

Remark: To protect your system from mistakes, we do not allow changes to administrators so if someone should no longer have admin rights, you need to change his/her email and password to limit the access.


Senior Employee

The Senior employee level allows the users to see the workload of others but they can only make changes to settings that relate to themselves. These users do not have access to company configuration settings.

This is a list of functions they can not access:

  • Dashboard
  • User managing
  • Tariffs and payments
  • Insights
  • Settings
  • Worktime managing
  • Information and address
  • Home page content managing
  • Design
  • Custom CSS
  • Directory settings
  • Widgets

(for more details see table below)

Junior Employee

When your company has many employees and their function mainly relates to their own job, the Junior employee settings can be used. This setting allows the user only to see workload and make changes to own bookings but not for others. The Junior employee can not see what the others are doing. This is the full list of functions accessible to 'Junior employee':

  • 'Calendar' (can manage only own bookings)
  • 'Worktime' (can change only own worktime)
  • 'Service providers' (can see only himself)

(for more details see table below)

Remark: If a 'Junior employee' user is not assigned to any employee then his level of access will be automatically downgraded to '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 Viewer. Viewers can not change anything, and they can not add any bookings. The following functions are available for Viewers:

  • Calendar (view only)
  • Services (view only)

(for more details see table below)

Options list Senior Employee Junior Employee Viewer
Bookings
View Bookings ✔
(all providers') 		✔
(own only) 		✔
(all providers')
Create/Edit/Cancel bookings ✔ ✔
(own only) 		⛌
Export bookings ✔ ⛌ ⛌
Add breaktimes ✔ ✔
(own schedule) 		⛌
Update booking statuses ✔ ✔ ✔
Add comments to bookings ✔ ✔ ✔
Managing the services
View: Services ✔ ✔ ⛌
Providers ✔ ✔
(own details) 		⛌
Locations* ✔ ✔
(related to this provider) 		⛌
Categories* ✔ ⛌ ⛌
Memberships* ✔ ⛌ ⛌
Promotions* ✔ ⛌ ⛌
Create/Edit/Delete: Services ✔ ⛌ ⛌
Providers ✔ ✔
(edit own information) 		⛌
Locations* ✔ ✔
(unattach own provider only) 		⛌
Categories* ✔ ⛌ ⛌
Memberships* ✔ ⛌ ⛌
Promotions* ✔ ⛌ ⛌
Connect providers to services/locations ✔ ⛌ ⛌
Connect services to providers/categories/memberships ✔ ⛌ ⛌
Time settings related
Edit schedules ✔
(all providers') 		✔
(own only) 		⛌
Custom Features related
Calendar Sync* ✔
(connect calendars) 		⛌ ⛌
Provider color coding* ✔
(set color per provider) 		⛌ ⛌
Limit bookings* ✔
(update limits per service) 		⛌ ⛌
Intake forms* ✔
(create/edit/delete) 		⛌ ⛌
Status*
(create/edit/delete) 		✔ ⛌ ⛌
Approve bookings* ✔
(approve/decline bookings) 		⛌ ⛌
Book Soon notifications* ✔
(create/edit/delete) 		⛌ ⛌
News* ✔
(create/edit/delete) 		⛌ ⛌
Reports
Detailed report ✔ ⛌ ⛌
Client report ✔ ⛌ ⛌
SMS report ✔ ⛌ ⛌
Reviews(reply/delete) ✔ ⛌ ⛌
Payment transactions(view/approve) ✔ ⛌ ⛌
Membership payments(view/approve) ✔ ⛌ ⛌
Account information related
Change own password ✔ ✔ ✔
See subscription details ✔ ✔ ✔
See top-menu notifications ✔ ✔ ✔
* - corresponding custom feature should be already enabled by admin.



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