🧐 Overview
A user is any person who you wish to have access to your Appointedd account with their own login details. These will probably be each of your staff members who has their own bookable calendar through Appointedd. Don't worry if your staffing situation changes - you can simply delete the user to revoke their access to your account.
You invite a person to become a user of your account via an email invite from which they create their own password. You can also set the level of access which each user should have to your account by editing user permissions.
Please note: if your organisation uses SSO, admins can manage SSO user permissions under profile icon > Manage SSO. Learn more here.
🧮 Types of user permissions
There are three levels of user permissions which you can grant to a user of your Appointedd account:
An Administrator has full access to Appointedd, all features and can also manage user permissions. This is usually the owner of the organisation.
A Standard user has access to Appointedd and all features but cannot manage user permissions. This is usually the manager of the organisation.
A Restricted user has access to the resource's calendars which are assigned to them by an administrator.
Please see table below for full details on accessibility:
| Administrators | Standard Users | Restricted users |
Access to user permissions | ✔️ |
|
|
Access to all calendars | ✔️ | ✔️ | ✔️ (if given additional access) |
Create and modify bookings | ✔️ | ✔️ | ✔️ (modification only for bookings in visible calendars) |
Access to the CRM tab | ✔️ | ✔️ | ✔️ (if given additional access) |
Access to all customers | ✔️ | ✔️ | ✔️ (able to access account customers when making an internal booking) |
Access to account wide settings | ✔️ | ✔️ |
|
Access to email communication templates | ✔️ | ✔️ |
|
Ability to edit resources or services | ✔️ | ✔️ |
|
Modify resource working hours | ✔️ | ✔️ | ✔️ (if given additional access) |
Ability to create or modify booking tools | ✔️ | ✔️ |
|
External calendar sync | ✔️ | ✔️ | ✔️ |
Access to integration settings | ✔️ | ✔️ |
|
Access to the billing page | ✔️ |
|
|
Unlike Administrators and Standard users who can add and view resources, restricted users will only see the option to manage working hours on the resource page:
Top tip ⭐️ if you want to give someone access to a resource's bookings but don't want them to log in to your Appointedd account, you can connect the resource's Appointedd calendar to an external calendar e.g. Google or Outlook. Check out this support guide for more details.
👋 How to add a new user to your account
❗️ Please note: You must be an administrator of the account to add a user.
Steps to add a new user:
Go to Setup and click User permissions;
Click +Add user;
Enter the First name and Last name of the user;
Enter the Email address of the user;
Select the level of permission that this user should have;
Click Send invite.
An invite will be sent to the email address provided and the invited user will have to click on the link to accept the invite.
If the user already has a user account (this could be on a different Appointedd account), they will be prompted to log in to that account. If they don't yet have a user account, they will create their password to create their login details to the Appointedd account.
⚙️ Additional access for restricted users
You can define the Restricted user additional access to certain features within the user permissions step, too.
The features that a restricted user may also be granted access to include:
Which resources (calendars) they have access to;
Ability to manage those resources working hours;
Ability to access the Customer tab.
📨 How to re-send an invitation
In the user management page, click on the pencil icon next to the user you have invited;
Click Resend invitation.
🔴 How to delete a user
The same process should be followed to delete an existing user or to delete a user who has not yet accepted an invitation:
In the user management page, click on the pencil icon next to the user you wish to delete;
Click Delete user or Delete invite;
Click Yes.
🖌️ How to edit the permissions of a user
In the user management page, click on the pencil icon next to the user you wish to edit;
Select the user permissions which you wish the user to have;
Click Save changes.
If you have any feedback we would love to hear it 👂
Keywords: restricted user, permission levels, Customer tab access, restricted access, users