You can use our software as an individual or team. If you'd like to add additional users follow these steps:
- Click on the Gear Icon on the top right.
- Then click on 'Users' on the left.
- Select '+ Add a new user'
Once created, new users will receive an email with login instructions and will be able to sync to their personal calendar.
If you have a large team, you may send the team list to us and we will upload it for you. You can include Name, Email, Cell Phone, Work Hours and we will create the users in our back end.
We have 3 role types that can be created with different permissions.
- Admin - The admin is the primary user on the account. The admin has full access to all account settings, user settings and schedules for all users.
- Team Leader/Manager - This role has permission to see their own “user settings” along with the “user settings” for every user assigned to them. The Team Leader also has access to view/edit the their own appointments/calendar as well as the appointments/calendar of the users that are assigned to them.
- Users - Users have access to their own user settings and calendar. They can change their availability, sync to their own personal calendar… but will not have access to view a Team Leader or Admin calendar.