Inviting staff and setting roles

#Invite someone

Everyone gets their own login. Never share one, because the Activity log records who did what.

1. 1

   Go to Settings → Logins.

2. 2

   Under Invite someone, enter their Name, a Username (first initial and last name is best, for example jsmith) and their Email.

3. 3

   Choose their role: Admin or Senior Stylist. See Who can do what.

4. 4

   Press Send invite. They get an email with a link to choose their own password. The link works for 7 days.

You never set or see anyone's password.

#Link a login to the diary

If the person is a stylist, choose their name under Staff member next to their login. This lets them:

• see and answer online booking requests for themselves;
• change their own calendar colour and weekly overview email in My account.

#Reset a password or remove a login

• Send reset link emails them a link to choose a new password. It works once, for 1 hour.
• Remove takes their login away immediately. Their past work stays in the diary and the Activity log.

#Where each setting lives