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

From SimplyBook.me
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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 below.
 
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.
  
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[[File:UserRolesDescription.png | center]]
  
  

Revision as of 17:00, 3 January 2017

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.

Adduser.png


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 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


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)

Remark: If a 'Junior employee' user is not assigned to any employee then his level of access will be automatically downgrade 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 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)