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.

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