How to add and manage users

Each staff member can have their own user. A personal user keeps access secure and shows who did what. Only owners and administrators can add users, change roles or remove access.

What you need

Owner or administrator access

Add a new user

Go to Settings → Users.
Select the option to add a new user.
Enter the name and email address of the new user.
Choose a role that matches the access the user needs.
Save. The new user receives an email to set up a login.

Change the role of a user

Go to Settings → Users.
Open the user.
Choose a new role.
Save.

There is no need to delete and invite a user again when the user's tasks change.

Remove a user

Go to Settings → Users.
Find the user.
Select the option to deactivate or delete the user.
Confirm. The user loses access.

Removing a user does not delete the user's history. Bookings and sales made by the user stay in your reports.

Resend or cancel an invitation

An invitation that is not yet accepted can be resent or cancelled from the user list in Settings → Users.