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Users & permissions

As your team grows, permissions keep things secure and tidy - everyone gets exactly the access they need and nothing they don't.

Each staff member has their own login and a permission level. Give front-desk staff access to Conversations and Calendars while keeping billing, settings, and other sub-accounts owner-only.

Set permissions when you invite someone (Settings then My Staff), and change them anytime as roles evolve. Every action stays attributed to the person who did it, which is useful for accountability and reporting.

If you manage multiple client accounts, permissions also control who can see which clients - so a team member can be limited to just their accounts.

Tip: follow 'least access' - start people with the minimum they need and add more when they ask. It's easier and safer than locking things down after the fact.

Didn’t answer your question? Ask Genie in the chat, or contact support.
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