Adding other users to the system

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 page and assign the corresponding rights to that user.
See the list of available user roles below.

To create new user please click on + button at the top:

Fill in login, email address, select user level group, set first password, relate with a provider if necessary, add first and last names, phone number.

After this, 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.

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

User Roles

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 among all users and you can create other administrators with the same access level.

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.

You can relate each user to one or several providers(employees) to allow them to view and/or manage bookings, schedules, etc. depending on their level of 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 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.

This is a list of functions they cannot access:

• Dashboard
• User managing
• Tariffs and payments
• Insights
• Settings
• Company worktime management
• Company basic information and address
• Homepage content management
• Design settings
• Custom CSS
• Marketplace settings
• Widgets generation

(for more details see table below)

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. The functionality of selecting multiple service providers for Junior employee is particularly advantageous in situations where a team member requires access to specific providers' schedules or several providers connected to multiple locations.

Junior employee has access to the following functions:

• Calendar (can manage only own bookings and notes)
• Worktime (can change only own schedules)
• Service providers (can see only associated service provider/s)

(for more details see table below)

Please note! If a Junior employee user is not assigned to any service provider then his level of access will be automatically downgraded to Viewer level.

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 this access group:

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

(for more details see table below)

Operator POS

This level was created mainly for managing POS interface and sell services, classes, packages, memberships, products and add-ons,
but also has access to Calendar, Clients, some reports and view only access to Memberships, Coupons&Gift Cards, Services/Classes and Providers.

Doorman

Only has the ability to validate Tickets.

Lab tester

This access level was created mainly for work with Medical Test custom feature and validate tickets, print test tube labels, update test result statuses and print results.

Options list		Senior Employee	Junior Employee	Viewer
Dashboard
	View charts / Enable custom features	−	−	−
Welcome
	View page / Change own password / Connect Google Authenticator*	✔	✔	✔
	Change own email address	−	−	−
	Create booking from dashboard	✔	✔	−
	Get personal data report link	✔	✔	✔
Calendar
	Different view options	✔	✔	✔
	Export to Excel/PDF	✔	−	−
	View & Manage bookings View & Manage calendar notes	✔	own only	view only
	Access Transactions* Access Pending bookings*	✔	−	−
	Edit booking comments	✔	✔ in own bookings	−
	Edit client info from the booking	✔	✔ in own bookings	view only
	Add/Edit SOAPnotes*	with correct key	with correct key own only	with correct key view only
	Update booking statuses*	✔	own only	−
	Edit Intake forms* in the bookings Edit products for sale* in the bookings Edit service add-ons* in the bookings	✔	own only	view only
Marketing Suite
	View page & Enable custom features	−	−	−
Manage
	View/Add/Edit/Change schedule/Delete services	✔	−	−
	View/Add/Edit/Change schedule/Delete providers	✔	own and existing only	−
	View/Add/Edit/Merge*/Delete clients	✔	−	−
	View/Add/Edit/Delete users	−	−	−
	View/Add/Edit/Change schedule/Delete classes*	✔	−	−
	View/Add/Edit/Delete packages* View/Add/Edit/Delete memberships* View/Add/Edit/Delete coupons and gift cards*	✔	−	−
	View/Add/Edit/Delete service add-ons* View/Add/Edit/Delete products for sale* View/Add/Edit/Delete related resources*	✔	−	−
	View/Add/Edit/Delete intake forms* View/Add/Edit/Delete client fields*	✔	−	−
	View/Add/Edit/Delete news* View/Add/Edit/Delete custom pages*	−	−	−
	View/Add/Edit/Delete statuses*	✔	−	−
	View/Add/Edit/Delete flexible notifications* View/Add/Edit/Delete book soon reminders*	✔	−	−
	View/Add/Edit/Delete calendar notes types	✔	view only	view only
	View/Update calendar sync*	✔	own only	−
	Connect own tool for online video meetings*	✔	✔	−
	View/Add/Edit/Delete taxes*	−	−	−
Reports
	View sales* report	−	−	−
	View/Export/Send email/Mass cancel in booking details report	✔	−	−
	View/Accept/Delete payment transactions* View/Approve/Decline pending* bookings	✔	−	−
	View sales & tax report*	✔	−	−
	View/Export online video meetings* report	✔	−	−
	View/Export/Send email from client report	✔	−	−
	View/Export classes* bookings	✔	−	−
	View/Export membership payments* View/Export issued packages* View/Export issued coupons*	✔	−	−
	View/Export/Print tickets* report	✔	−	−
	View calendar notes report	✔	view only	view only
	View/Export SMS report View/Export/Reply to contact messages*	✔	−	−
	View/Export/Delete reviews & add/edit answers	✔	−	−
	View/Export client app* reports	✔	−	−
	View vaccination* report	✔	−	−
	View personal data reports	own only	own only	own only
Custom Features
	View page/Enable/Disable custom features	−	−	−
	Edit Accept payments* settings	−	−	−
	Change Intake forms* export settings	−	−	−
	Set color for provider with Provider color coding*	✔	−	−
	Set bookings limits for services*	✔	−	−
	View/Add/Edit/Delete service categories*	✔	−	−
	View/Add/Edit/Delete locations*	✔	view the list only	−
	Edit Daily report* settings Edit Google Adwords&Analytics* settings	−	−	−
	Add/delete images in Photo gallery* Connect account in Instagram gallery*	−	−	−
	Edit SMTP* settings Edit SMS Gateway* settings	−	−	−
	Edit Terms and Conditions* Edit Cancellation policy* settings	−	−	−
	Edit Coupons and Gift Cards* notifications settings	−	−	−
	Edit Appointment at fixed time* settings	✔	−	−
	Edit Custom Domain* settings	−	−	−
	Edit API* settings	−	−	−
	Edit Multiple bookings* settings Edit Group bookings* settings	−	−	−
	Edit Clean history* settings	−	−	−
	Edit Client login* settings Edit Strict password* settings*	−	−	−
	Edit Any employee settings*	−	−	−
	Edit Google translate settings*	−	−	−
	Edit HIPAA* settings Edit Google authenticator* settings	−	−	−
Settings
	Company information Directory listing Delete account	−	−	−
	Company opening hours	−	−	−
	Providers schedule	✔	own only	−
	Services schedule Classes* schedule	✔	−	−
	Design settings Booking widgets settings Custom CSS*	−	−	−
	Main configuration Email & SMS settings Custom wording & translations	−	−	−
Plans&Prices
	View & Buy subscriptions View & Buy additional items See payment history	−	−	−

* - corresponding custom feature should be already enabled by admin.