If you don't work alone in your company, it makes great sense to create a separate login for your team. You can assign your own rights to this login and thus prevent all employees from having access to settings and statistics. This type of login, which is not directly linked to an employee, can be used by the entire team and is well suited if all your employees use the same computer or tablet in their daily work.
This type of login is also suitable for other types of employees who have access to the calendar and can enter appointments or change settings, but should not themselves appear as bookable employees in the calendar. These include, for example:
- Owners who don't serve customers themselves
- Marketing and sales employees who enter appointments
- Administrative employees such as reception or office staff
Create Team Login
- Go to Settings > Employees > Rights
- Click on "Create New Login".
- Assign a name for the login, e.g. first name "Team", last name "Login". For administrative employees who do not share the login with colleagues, use the person's actual name.
- Optionally assign a secure password
- Recommended for administrative employees: If you do not set a password, an email will be sent to the specified address with a link that leads to password selection, so the person can choose their own secure desired password.
- Recommended for team login: If you set a password directly, no email will be sent and you can communicate the password to your team in another way.
After you have set up the login, you can then set the access rights for this login under Settings > Employees > Rights.
Access permissions for team login
After you have set up the team login, you can then set the access rights for this login under Settings > Employees > Rights. We recommend giving this login only a few rights.
Cash register rights for team login
We recommend that the team can cash appointments and complete current daily summaries. However, statistics and cash register settings remain management's responsibility.
If there are employees to whom you would like to grant additional rights, you can assign a separate login for these employees.
Identification of team members when appointments change
If all employees use the same login, it is not easy to track which team member made which changes when appointments are created and modified. We therefore recommend additionally using the employee PIN.
This allows precise identification of your employees despite sharing the same login. Additionally, with the help of the employee PIN, you can fine-tune the rights of individual employees. Learn more about the employee PIN here.
Login access restriction
If you want to prevent your employees from logging in from other devices (for example from home or a private mobile phone), you can use the login access restriction feature.
Two-factor authentication for team login
Since the team login is shared by multiple people, you can additionally secure it with two-factor authentication (2FA). Note that all people who use the team login need access to the same device with the stored authenticator app.