AppointmentCare - Roles and Permissions Feature 5 months ago

Roles and Permissions Feature

As many of our customers businesses have been growing we have are in the process of improving your experience by adding more features to AppointmentCare. This one was requested as some businesses were managing a lot of service providers and the concern was that the too many employees would be able to change settings or inadvertently delete a service. This update also allows the Admin or Scheduler role to view calendars of other employees.

General Information

We have recently deployed Roles feature, where businesses will now have an Admin role and access to all their employee’s calendars. The Admin will be able to assign employees to new roles, setup services for the company among many other setup permissions. This new feature will also add a Scheduler role that will let a staff member schedule appointments for other staff members that they are assigned to. This will allow a receptionist or someone else handle appointment scheduling for groups of people. The last role is Service Provider and that would be the person that would be providing service to your customers or in meetings with them.

If you login as a regular staff, you will only have access to the calendar of that staff member. You can assign as many employees to an admin rile as you wish. This will have to be done through the default email for your account when the service was set up. You can assign “admin” role to any other staff. There’s a “Roles and Permissions” page under the menu that describes the abilities of each role. This has also been attached at the bottom of the email.

Simplify Your Schedule 2

Explanation of all roles and permissions

Permissions Admin Scheduler Service Provider
View Calendars Yes on All Yes, only their employees Yes, only their own
Manage Appointments Yes on All Yes, only their employees Yes, only their own
Manage Staffs Yes on All Yes, but can’t change role or delelte Can edit their own, but can’t change role
Manage Services Yes on All View only, can’t edit or delete View only, can’t edit or delete
Manage Locations Yes on All View only, can’t edit or delete View only, can’t edit or delete
View all text messages Yes on All Yes on All Yes on All
Send text messages Yes on All Yes on All Yes on All
Purchase SMS credits Yes on All No No
Account Settings Menu
Preferences Yes on All No No
Login Settings Yes on All Yes Yes
Subscription Yes on All No No
Website Integration Yes on All Yes Yes
Calendar Integration Yes on All Yes Yes
Quick Start Guide Yes on All Yes Yes
Edit Your Site Yes on All No No
View Your Site Yes on All Yes Yes
Manage roles & permissions Yes on All No No
Overlay multiple calendars in one view Yes on All Yes No

 

Other Recent Features

AppointmentCare Calendar Sync Feature

AppointmentCare Multi Location Feature


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