Invite users and assign permissions
Under “Users and permissions” you invite other people to your venue and use a role to decide what each of them may see and do.
Invite someone
- Open Users and permissions in your account and choose “Invite”.
- Enter the email address and choose a role (see below).
- Pass on the invitation link — “Copy link” lets you send it yourself. If the person already has an account, the invitation also appears in their notifications.
- The person accepts the invitation and from then on works in your venue with their own login.
An invitation is valid for 14 days. After that you can send it again; the old link then stops working.
The roles
- Administration: all permissions.
- Scheduling: request, confirm, check hours, cancel, save professionals, review and write messages.
- Department: like Scheduling, but only for shifts of their own department.
- Accounting: read shifts, receipts, finances and payment methods.
- HR: read shifts, known professionals, save and review.
- Read only: can see but not change anything.
Accounting, HR and Read only have no access to messages. Conversations with professionals stay with the people who plan shifts.
Rules
- Permissions can be adjusted per person. Nobody can grant permissions they do not have themselves.
- You cannot change your own role; the owner of the venue always keeps all permissions.
- Anyone can leave on their own. If you remove someone’s access, the venue disappears from their account.
- One account can act for several venues. At the top of the sidebar you choose which one you are working for.
Anyone who opens a page they do not have permission for sees a notice instead of the content. The sidebar hides entries that someone is not allowed to use in the first place.
Was this article helpful?
This page explains; it is not legal or tax advice. Our Terms are what counts.