You can add multiple users to your Bookeo account, with different permissions and restrictions - for example, your staff members, so they can see their bookings.
Each account user can log into your Bookeo account with a unique username and password. All account users can be logged in at the same time. Account users can also sync their Bookeo calendar with their mobile calendar. Click here for more information.
In this article:
- Add users to your account
- Set permissions and restrictions
- How users' activity will be tracked by Bookeo
Add users to your account
In your account, you can set up:
| The Account owner | The account owner can access all account settings |
| Account Super-managers |
Super-managers can manage most account settings, except for:
They can also create, delete, and manage other account users and their permissions, but they can't assign Manager capabilities to a user. |
| Account Managers |
Managers can manage most account settings, except for:
|
| Account users | Account users can have different permissions and restrictions. |
The account owner and account managers - with permission to create, delete, and manage other users - can add users to an account. To add an account user:
1. Click on the icon in the top right corner of your dashboard, then on users.
2. Click on the New user button to create other users.
3. Input the user's name, last name, email address (username), and password [1].
Set permissions and restrictions
4. Tick the Manager [2]checkbox if you want to set a user as a Manager of your account. Account Managers can edit classes, services, tours, teachers, resources, consultants, schedules, and most settings.
5. Tick the Super-manager[3] checkbox if the account manager can create or delete other account users.
6. In the Permissions - Special operations section, tick the checkbox [4] next to the account settings the Manager or the account user can access. You can use the Change all [5] drop-down menu to tick/untick all the checkboxes.
7. In the Permissions section, you can set access restrictions to resources for all your users. An overview of the access levels is shown in the table below:
| User permissions | View resource schedule | View resource bookings | Create, change and delete bookings |
|---|---|---|---|
| No access | X | X | X |
| Read only | √ | √ | X |
| Write only | X | X |
√ |
| Read and write | √ |
√ |
√ |
8. If you want to set identical permissions, select the access level from the Change all drop-down menu.
9. Save
How users' activity will be tracked by Bookeo
You will always know which user created, changed, or canceled a booking.
a. In your Bookeo homepage, every message will include the name of the user who created, changed or deleted a booking
b. If you open a booking, the name of the user and the day and time of creation/change or deletion will show in the How section