Team Member Permissions

Why Set Permissions?

Permissions help you:

• • Control access – So team members only see what they need.
  • Protect your data – No one sees private or sensitive info.
  • Keep things tidy – Avoid confusion or mistakes.

What Are User Permissions?

When you add a team member to your account, you can choose:

• • What they can view
  • What they can edit
  • What features they can use (like calendars, contacts, conversations, etc.)

How to Set Permissions for a Team Member

1. Log in to your dashboard.
2. Go to Settings on the left-hand menu.
3. Click “My Staff”.
4. Click on the user you want to edit.
5. Scroll down to the Permissions or User Roles section.

Choose the Right Role

You can choose from a few default roles:

• • Admin
    • Full access to everything in the account.
    • Best for managers or owners.
  • User
    • Limited access. Ideal for staff.
    • You decide what they can see or do.

Customise What They Can Access

For users, you can tick/untick options like:

• • Calendars – Let them manage bookings.
  • Contacts – Let them view or edit customer details.
  • Conversations – Allow them to reply to messages.
  • Workflows/Automation – Usually best left for Admins only.

Just choose what’s best for their role. Less is more for most team members.

Save and Done!

Once you’re happy with the settings, click Save.

Your team member will now only see the tools they need and nothing else.

Quick Tips

• • You can edit permissions anytime just go back to their profile.
  • Start with limited access, and open up more as needed.
  • Always keep Admin access for owners/managers only.