Revision as of 14:12, 30 July 2021 by Admin (talk | contribs)

Adding other users to the system

From SimplyBook.me




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:
Create users.png



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.
Attach user to provider v3.png



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 -> General settings -> Email and SMS Settings -> New user login notification.

New user email template.png



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.

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.

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

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 list of functions accessible to Junior employee:

  • Calendar (can manage only own bookings and notes)
  • Worktime (can change only own schedules)
  • Service providers (can see only himself)

(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 page


Enable custom features


Go to Plans&Prices


Welcome
View page


Change password


Change email


Create booking from dashboard


Go to custom features page


Get personal data report link


Calendar
Different view options


Export to Excel/PDF


Manage bookings

own only

Transactions*/ Pending bookings*


Create/Edit/Cancel bookings

own only

Edit booking comment

in own bookings

Edit client info from the booking

in own bookings
view only
Add/Edit SOAP with encryption comments* with correct key
with correct key
own only
with correct key
read only
Update booking statuses*
own only

Intake forms* in the bookings
own only
view only
Manage
View/Add/Edit/Change schedule/Delete services


View/Add/Edit/Change schedule/Delete providers

only view/edit/change schedule for own only

View/Add/Edit/Change schedule/Delete classes*


View/Add/Edit/Merge*/Delete clients


View/Add/Edit/Delete users


View/Add/Edit/Delete intake forms*


View/Add/Edit/Delete memberships*


View/Add/Edit/Delete rewards and referrals*


View/Add/Edit/Delete coupons and gift cards*


View/Add/Edit/Delete products for sale*


View/Add/Edit/Delete service add-ons*


Time settings
View/Edit company weekly and special days schedules


View/Edit provider weekly and special days schedules

own only

View/Edit service weekly and special days schedules


View/Edit class weekly and special days schedules


Reports
View insights*


View/Export to Excel/Send email from booking details report


View/Export to Excel/Send email from client report


View/Export to Excel from SMS report


View/Delete reviews and add/edit answers


View/Approve/Cancel bookings in payment transactions*


View/Approve/Cancel/Export to Excel membership payments*


Custom Features
View page/Enable/Disable custom features


Accept payments* settings


Intake forms* export settings


View/Edit Statuses*


Set color for provider with Provider color coding*


View/Edit Book soon* feature settings


View/Edit Flexible notifications* settings


Custom CSS*


View/Add/Edit/Delete memberships and view reports*


View/Edit calendar sync settings*

own only

View/Add/Edit/Delete news*


Set limit for services*


View/Add/Edit/Delete service categories*


View/Add/Edit/Delete locations*

can see the list

View/Add/Edit/Delete products for sale*


View/Add/Edit/Delete service add-ons*


Daily report* settings


Photo gallery* settings(add/delete images)


Connect account in Instagram gallery*


SMTP* settings


Terms and Conditions* settings


Cancellation policy* settings


Rewards an Referrals* settings
Settings/Rewards/Message log/Statistics



Coupons and Gift Cards* settings
Notifications/Reports



Appointment at fixed time settings*


SMS Gateway settings*


Custom Domain settings*


Facebook bot settings*


API settings*


Google Adwords&Analytics settings*


Multiple bookings settings*


Group bookings settings*


Clean history settings*


Client login settings*


Any employee settings*

Strict password settings*


Google translate settings*


Voice bookings settings*


HIPAA settings*


Google authenticator settings*


Settings
Configuration


Email&SMS


Custom translations


Company basic information


Company directory listing


Delete account


Design section


Create website widgets
iFrame/buttons/Facebook



Plans&Prices
View/Buy subscriptions


View/Buy additional items


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