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Control who can access your data

Everyone on your team gets their own login and a role that decides what they can see and do. Give each person only the access their job needs.

Roles and permissions

Each team member has a role - Owner, Manager, Staff, Receptionist / Front desk or Accountant - and you can switch individual permissions on or off. Pages a team member doesn't have permission for are hidden from them. See Manage roles and permissions.

Shared front desk devices

Set a front desk PIN so team members must enter it before opening Payouts or Reports from the calendar. See Set a front desk PIN.

When someone leaves

Archive a team member as soon as they leave so they can no longer sign in. Their past appointments and sales stay in your reports. See Archive team members.

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