Adding team members to your account
Adding your team members to your account gives each person their own login, calendar access and tasks. This helps you share the workload, stay organised and control what each team member can see.
Why add team members?
Adding your team to your account means:
- Each person can have their own calendar, login and tasks.
- You can share the work and stay more organised.
- Everyone can see only what they need, which helps avoid confusion.
Before you start
You need to have Admin access to your account to add team members.
If you do not see the options below, please raise a ticket so we can enable it for you.
Step 1: Open your staff settings
From your dashboard:
- Click Settings from the menu on the left.
- Click My Staff.
- Click the + Add User button in the top right.
Step 2: Fill in the team member’s details
Enter the team member’s details, including:
- Their name.
- Their email address.
- The role you want them to have.
Admin
Admin access gives full access to everything in the account.
User
User access is more limited and is usually best for staff or assistants.
You can also choose what permissions they should have by ticking or unticking options, such as calendar access, contacts and other tools.
Step 3: Set up their calendar
If this person needs their own booking calendar, you can assign one to them.
To do this:
- Click Calendars from the main menu.
- Create a new calendar or edit an existing one.
- Assign the team member under Team Members.
This allows clients to book with the correct team member.
Step 4: Save and send their login
Click Save once you have finished setting up the team member.
The system will send them an email with their login details.
They can now log in and use their own account.
Quick tips
- You can add as many users as your plan allows.
- If someone leaves your team, you can deactivate or delete their account at any time.
- Give Admin access only to people who need full control.