Employee login with restricted permissions

If you want to allow your employees to log in to your Belbo calendar on their personal mobile phone, for example, they can receive their own logins. This type of login can be restricted in many ways. In everyday work, the Team Login continues to be used on the company computer.

Use case example:
Your employees can see their own calendar column, their overtime or sales on their own mobile phone, but not those of other team members. They also cannot log in to time tracking from on the go.

Create Login

First, create a login for the person you want to grant access to. How to do this is described in more detail here.

Additional Security with 2FA

Especially for logins that are used on private mobile phones, it is recommended to additionally activate two-factor authentication (2FA). This keeps the login protected even if the password falls into the wrong hands.

Permissions in the Permissions Overview

We recommend giving private logins only the "login only" right. Management or admins are of course exempt from this. Logins with only this right can view and create appointments, but cannot log in to time tracking or see the cash register function.

If you as an admin do not have this right yourself to grant it, please contact us via the help chat or info@belbo.com.

Permissions in the Employee Profile

In addition to rights, further restrictions or permissions can be stored in the person's profile under "Access Restrictions", after the login has been created.

Restrict Appointment View

If you want a login to not be able to browse in the past, but only see today and the future, activate this restriction in the team member's profile.

Hide Customer Data

If you do not want a login to have access to customer data, but only to see upcoming appointments, you can activate "Hide customer data and block access to customer files". This way, customer data cannot be viewed and appointments cannot be opened or entered. Example view in the iOS app for a login with this restriction:

Block Entering & Editing Appointments

If customer names are allowed to be seen but appointments should not be edited or created, you can activate this right.

Enable Access to Own Dashboard

An employee's dashboard displays numerous data such as sales, time tracking including overtime or minus hours, reports and more. If employees should have access to parts of this data, you can activate the "Own dashboard may be viewed" option.

You can then define in this person's dashboard which data they are allowed to see there. This is done directly in the dashboard by clicking on "Settings":

Select the tiles and tabs that this login should have access to. If no restriction is set, all data will be displayed.

Restrict Employee View to Specific Employees

If you want a login to only see certain calendar columns (usually their own), you can activate this option. Important: Then select the allowed calendar column(s):

Access Belbo from Your Mobile Phone

Your employees can download the free Belbo App (iOS, Android) to their phone or log in to the calendar via the website https://belbo.com/login (all users outside Switzerland) or https://belbo.ch/login (Swiss users).