Manage your team's access
Check who can change availability, past appointments, and client records.
A business administrator manages team members and settings. Employees see the screens and actions available to their role and permissions.
Check and change permissions
Section titled “Check and change permissions”- Open Team in the correct business and open the employee's settings.
- Review Own availability, Past schedule editing, Client view, and Client editing separately.
- Save the changes you need. Ask the employee to reopen the relevant screen and check their access.
If someone cannot see a feature
Section titled “If someone cannot see a feature”- Confirm that they signed in with the account that accepted the invitation and selected the right business.
- Check whether the invitation was accepted and whether the action requires an administrator or a separate permission.
When someone leaves the team
Section titled “When someone leaves the team”An administrator can remove an employee. Before confirming, check service assignments and staffing for upcoming visits. For a pending invitation, use the action to cancel the invitation.

