Permission groups decide what people can do in your business. Owners can change the Admin, Office manager, and Employee groups, and add groups of their own. Only owners see Permissions.
See your groups
- Tap Settings, then Permissions.
- You see each group and how many people are in it.
Change what a group can do
- In Permissions, tap a group.
- Change its Name if you like.
- Under Where, choose Every office or At their offices only.
- Tick or untick the permissions you want.
- Tap Save.
The Owner group can do everything and can't be changed.
Where
Every office lets people in the group work at whatever office they work at. At their offices only limits them to the offices each person is given. You can turn it on only for a group of your own, and only while nobody is in it. The Office manager group is already limited to offices.
The permissions
The permissions are sorted into areas:
- Appointments: Book and change appointments (any appointment, and the customers' details) and Change their own appointments.
- Team: See the team and Add and edit people.
- Offices: Set hours and who works there, Add and edit offices, and Add holidays for every office.
- Services and booking page: Add and edit services and Website button and tracking links.
- Business and people: Edit business details, Invite and remove people, and Sign people out of their devices.
A permission marked Partly on holds only some of what it covers. Tap it to turn it all on.
Add a group
- In Permissions, tap Add a group.
- Enter a Name, such as Front desk.
- Under Start from, choose the group to copy. The new group starts with its permissions and its Where.
- Tap Add group.
The new group opens so you can change its permissions. To delete a group of your own, open it and tap Delete group. This shows only while nobody is in it.
The Changes log
In Permissions, tap Changes to see who changed permissions, newest first. The log shows groups added, deleted, and renamed, permissions turned on or off, and people moved to another group.