Control Your Users Access Rights

Product Features    |   Nov 29, 2019

You can now control with more flexibility what your personnel can do with booxi. We have prepared 5 user roles each representing a different persona, for you to choose from and give an access that better represents what each personnel should be able to do.

  • Administrator
  • Supervisor
  • Manager
  • Staff
  • Restricted Staff

The concept of account owner still exists and has an Administrator user role by default, in order to ensure that the owner always have all access to his account.

You may see some changes if you had personnel managing group event sessions with Staff user role, you will now need to promote them as Manager user role.

How to change user role

Only an administrator can change the user role of a personnel, and no user can change his own role, which is common practice in Information Security

  1. Click on Personnel from the main tool bar
  2. Select a personnel
  3. Make sure that personnel was invited to use booxi, if not that means he cannot use booxi, so no user role applies here.
  4. Click on the User Access section
  5. From the User Access form on the right panel, choose an appropriate role. You a description of all the accesses for each role.
  6. Click Save, and you are done.Note: The accessible calendars are the personnel’s own calendar, and all shared calendar. By “Manage” we mean that all operations (Create, Read, Update, Delete) are allowed.

User Access Roles in the details

Here is a list of all the user rights per role, so you can best choose the role that fits your needs.

 

Admin Supervisor Manager Staff Restricted
Calendars
Manage bookings for the accessible calendars
Manage bookings and time slots for the accessible calendars
Manage bookings and time slots for all calendars
Bypass booking restriction rules
Manage group event scheduling
Export bookings (CSV report)
Personnel
Edit his personnel profile (details, calendar sync) and work schedule
Manage personnel
Manage user access and roles
Clients
Create client records via booking
Edit client records
Send client notifications
Manage client records
Import client records
Export client records
Business
Edit business profile (details, pictures, open hours, rules)
Manage business profile, integrations and subscription
Invoices
Create invoices or take payments
Export invoices (CSV report)
Other
Manage service offer
Manage resources

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Astrid Bertout
Digital Marketing | Customer Success
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