How to add users and set permissions
More people work in your business? Give each one their own access to the dashboard, with the right permission: Admin, Editor or View only. No need to share your password.
๐ฌ Q&A: How do I manage appointments for several staff members? โบ
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Open "๐ฅ Users & permissions"
It is in the dashboard menu. You see everyone with access to the business, including your own account as the owner.
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"Add user"
Enter the person's email, and a name if you like.
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Choose a role
"Admin" โ everything except the subscription and payment. "Editor" โ calendar, bookings, customers, services, staff and products. "View only" โ can see everything, without changes.
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Link to a staff member (optional)
When the user is also on your staff, pick them in "Linked staff member". Then choose "What they see in the calendar": "The whole business calendar" or "Only this staff member's bookings".
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Send the invitation
With "Send an invitation email" ticked, the invitation goes by email. After "Add" you also get the invitation link: "Copy link" or "Send on WhatsApp".
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Joining
The person opens the link, chooses a password or clicks "Continue with Google" (same email), and lands right in the business dashboard.
๐ก Good to know
- There is no limit on the number of users, on any plan.
- Someone who already uses BookMe1 with that email (for example, another business owner) gets access right away, with no invitation.
- The invitation link is valid for 7 days and works once. Lost it? "Resend" in the user's row.
- The subscription, payment and deleting the account stay with you, the business owner.
โ FAQ
How do I change a role?
In the user's row, pick another role in the list. It is saved at once.
A staff member needs to call everyone who booked. How do they see the whole calendar?
Add them in "๐ฅ Users & permissions" with the "View only" or "Editor" role and keep "The whole business calendar". They then see every booking, class and sign-up, with phone numbers.
Can a staff member see only their own bookings?
Yes. Click "Edit" on the user's row, pick the staff member in "Linked staff member", then "Only this staff member's bookings". They see only their bookings, hours, days off and calendar, without other customers, statistics or settings. The "Admin" role always sees everything.
How do I change a user's details or password?
"Edit" in the user's row: name, email, role and a new password. The new password works right away and is not emailed, so share it in person. If the email is also linked to another business, only the user can change the password, with "Forgot your password?".
Someone left the business. What now?
"Remove" in their row, and their access ends right away. Just a break? "Suspend access", and later "Restore access".
A team member forgot their password.
The login page has "Forgot your password?". The new password link goes to their email.
Can one email manage several businesses?
Yes. After signing in, "Which business do you want to open?" appears, and the menu has "๐ Switch business".
Can an "Editor" connect a staff member's calendar?
Yes. An "Editor" can connect a staff member's own calendar. The business calendar and the settings are for "Owner" and "Admin" only.
How do I change my own password?
In the menu, "๐ค My account". The password works for every business linked to that email.