Add an employee and set permissions

1. In the office panel go to Settings → Employees.

2. Click Add.

3. Fill in First name, Last name, Display name and E-mail.

4. Under Permissions, check the boxes for what this employee should be able to do — for example Manage clients, Manage schedule, Manage transactions, or Manage employees. Use Select all / Deselect all to speed this up.

   

5. Click Save.

Note

Settings → Employees is only visible to employees with the “Manage employees” permission.

An activation link is sent to the new employee’s e-mail so they can set up their account. If they lose it or it expires, open their record and click Send activation link to send a new one.