Users and security
Employees, their rights and protecting the sign-in.
Add an employee
- “Settings → User Management → Add”.
- Email, role (administrator, master, ads specialist) and the sections open to them.
- The employee receives an email with a sign-in link.
Roles
- Administrator — sees the sections opened to them and works with clients and appointments.
- Master — only their own appointments and schedule. Pro / Max
- Ads specialist — only “Leads”.
Sign-in security
In “Settings → Sign-in security” turn on sign-in with a code by email. Devices you trust can be remembered — the code is not asked every time.
A code when signing in
The owner always receives a code by e-mail. Staff can switch it on under Settings and Security, the box Ask for a code. If the code does not arrive, check the Spam folder and the address in the settings.
Inside the program the same article is under Help.