Team, branding and domain
Give a collaborator a sign-in (roles)
Manager or View only: an app sign-in for your collaborators.
What it is for
Let an assistant manage appointments without giving them settings or billing.
Before you start
Reserved for the account owner and included in the Team plan.
Step by step
- In Team, App access section.
- Fill in Name, Email, Role (Manager or View only) and Password (10 characters minimum), then Give access.
- Pass the email and password to the person through a safe channel.
- Later: change the role with OK, the password with Change, suspend with Deactivate, remove with Delete.
Expected result
A Manager sees Appointments, Types, Sessions, Polls, Clients, Forms, Statistics, Automations, Team, Availability, Guided paths and Help; they see neither Settings, nor Subscription, nor Integrations, nor Share. A View only access views Appointments, Clients and Statistics and cannot change anything.
Tips
- A denied access shows “Access not allowed for your role.”: this is normal.
- Choose long, unique passwords for each person.
Common problems
- “Reserved for the account owner.”
- Only the owner manages access.
- “Roles are included in the Team plan.”
- Change plan (Subscribe, renew and pay your invoice).
- “This email already has access.”
- The address is already used for an account or an access.
- “The password must be at least 10 characters.”
- Choose a longer password.