How do I add a team member and set what they can do?

Question

Accepted Answer

Everyone who works in your business gets their own sign-in, a role and permissions, all set on the Team page. 1. Open Team and click "Invite team member". They get an email to set up their account. 2. Open them in the member editor and set their role: admin or staff. 3. Turn on the permissions they need, such as Manage bookings, View all calendars, Manage assets or Manage billing. Quotes has its own permission. 4. Set their working hours for each day. The Calendar and the booking page use them. 5. On the Services tab, tick the services, or whole categories, they can do. 6. Leave them bookable, or turn the switch off if they should never be scheduled. If someone does not appear on the Calendar, check their working hours. If they cannot see the whole team's calendar, check View all calendars. Without View all calendars, staff see only their own schedule. "Hide prices from staff" in Settings, Profile hides prices from staff across the app. A ticked category covers every service in it, including services added later. People can also ask to join. Requests wait on the Team page for an admin to approve or decline. Adding a team member adds a seat to your bill. Someone with scheduled work cannot be removed until that work moves to someone else. Open Opsicom: https://app.opsicom.com/team

How do I add a team member and set what they can do?

Steps

Good to know

What it does not do