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Tag: Mitarbeiter-Rechte

Options for Rights Distribution

To explain the distribution of rights, we show you with the following examples what options are available.


Simple Rights Distribution
It is possible to work with just a single user login, which means that all employees can only log in via this single account.
The image shows that only the owner has a login. Consequently, employees can only log in via this account and at the same time have the same rights:Rights Distribution Example 1 [table] [tr][th]Pros[/th] [th]Cons[/th][/tr] [tr][td][custom_list icon="plus-circle"]

  • with the single user login, the overview is optimal and management is very easy.

[/custom_list]

[/td][td] [custom_list icon="minus-circle"]

  • Settings can be accidentally changed by employees.
  • Once an employee leaves, the password must be changed so they no longer have access.
  • When the password is changed, it must first be communicated to each employee again.[/custom_list]

[/td][/tr]
[/table]

If the password for the Team Login is saved in the browser by the administrator, it is kept secret and employees cannot log in from outside, so it does not need to be changed when an employee leaves.


Complex Rights Distribution
It is possible to create an account for the owner only with administrator rights (of course, this person can also have additional rights). All other employees would receive a so-called "team login" that contains all the rights important to them. You can learn more about Team Login here.

[table] [tr][th]Pros[/th] [th]Cons[/th][/tr] [tr][td] [custom_list icon="plus-circle"]

  • Employees cannot change global settings.

[/custom_list]

[/td][td] [custom_list icon="minus-circle"]

  • Once an employee leaves, the password must be changed so they no longer have access.
  • When the password is changed, it must first be communicated to each employee again.[/custom_list]

[/td][/tr] [/table]

If the password for the Team Login is saved in the browser by the administrator, it is kept secret and employees cannot log in from outside, so it does not need to be changed when an employee leaves.

Individual Rights Distribution
It is possible to give each employee their own user login, which allows rights to be configured individually. In this example, the intern does not have a personal user login:[table] [tr][th]Pros[/th] [th]Cons[/th][/tr] [tr][td][custom_list icon="plus-circle"]

  • Employees can only make changes in their personal user login to the extent that their rights allow.
  • Traceability of changes made.
  • Targeted blocking of individual employees is possible.[/custom_list]

[/td][td] [custom_list icon="minus-circle"]

  • Without Employee PIN, constant logging in/out is required if there is only one computer available.[/custom_list]

[/td][/tr] [/table]

Our Recommendation
We recommend:

  • Only one or two employees (e.g. the owner and the salon manager) have administrator rights. This ensures that not all employees can make global changes.
  • All employees use the Team Login in everyday work.
  • Employees who use the Belbo Calendar App on their private phone or wish to access the calendar from home receive their own login with the desired rights.

The employee who has admin rights and access to working hours can therefore also have control over appointments and the customer database. The first two rights essentially override the other two.

An overview of all access restriction options can be found here.
Categories: Logins & Permissions
Tags: Mitarbeiter-Rechte, Rechte

View Permission

The view permission can only be set by the administrator and determines which employees are displayed to employee xy in the calendar.

To set the view permission:

  1. Click on "Settings" in the navigation bar.
  2. Under the heading "Personnel", select the function: "add, remove or modify desired employees".
  3. Select the desired employee.
  4. An input mask will open where you select "View Permission" on the left.
  5. To edit, check the box "Restrict employee's view to the following employees".
  6. Select which employees should be displayed to the desired employee in their view.
  7. Close the input mask by clicking the X.

When restricting the view permission of an employee, they can only select between employees in their personal calendar view that you allow for their view.

 

Categories: Logins & Permissions
Tags: Ansicht, Mitarbeiter, Mitarbeiter-Rechte

Assign Permissions

Employees can only receive different rights if they have a user login.

You can access this area via Settings > Employees > Rights.

Available rights:

Head office
If you have multiple locations linked in one Belbo calendar, you have an overview of the statistics of all locations in the Head Office.
Employees with the "Head office" right can view the head office.

Cross-location administrator
If you have multiple locations linked in one Belbo calendar, you can switch between location calendars at any time.
Employees with the "Cross-location administrator" right can make settings that apply across locations.

Manage employee PIN
Persons with this right can view the employee PIN of all team members, change it, and edit PIN rights.

Edit time tracking records
If you use the time tracking feature, employees with this right can correct recorded working times, delete them, or make up for forgotten logouts.

Customer fields
Employees with the "Customer fields" right can create, edit or delete customer fields.

Customer message error notifications
If emails or SMS messages cannot be delivered (for example because the customer has turned off their phone), the corresponding employee receives direct messages about the undelivered customer message. This function can be activated in the SMS settings.

Invoices
Employees with the "Invoices" right can view and download Belbo invoices in the account settings.

Statistics & Reports
Employees with the "Statistics & Reports" right can view reports under Information.

Configuration
Employees with the "Configuration" right can make and change settings.

Example of missing "Configuration" right:


Services & Online booking process
Employees with the "Services & Online booking process" right can create, edit and delete services and edit the online booking process.

Release absences
You can specify in the scheduling settings that employees who are not allowed to edit their own working times are allowed to enter absences such as vacations. Employees with "Release absences" right can then plan these permanently or reject them.

Change working times
Employees with "Change working times" right are allowed to change their own working times and those of their colleagues.

Example of missing "Change working times" right:


View prices
Only employees with this right see prices in the calendar and can use the Belbo cash register system.

Manage employees
Employees with "Manage employees" right can edit the employee files of all employees and, for example, change data or colors.

Customer database
Employees with the "Customer database" right can view customer management.

View for employees without "Customer database" right:


Appointments
Employees with "Appointments" right can create and edit appointments.

Login
Employees without "Login" right can still log in at any time. This right is only needed if you want to create a very limited login without any other rights.

If you use the Belbo cash register system, you can give your employees individual cash register rights.

Distribute rights

  1. Click "Settings" in the navigation bar.
  2. Under the heading "Employees", select the function: "View and change employee rights".
  3. Click the column of the desired right within the row of the desired employee.

Example of different rights distribution:

Here you will find case examples of how you can distribute the rights as well as our recommendation.

You can find an overview of all options for restricting access here.
Categories: Logins & Permissions
Tags: Mitarbeiter-Rechte, Rechte
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