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How do I create user logins and staff permissions?

As the account owner, you can enable and control login access for all staff members. 

When adding staff members, you can set their permissions based on the level of access you’d like them to have. Once your user permissions have been set, you’ll want to define what each of the permission levels gives them access to.

Define your permission levels

  1. Go to Staff and select User permissions.
  2. Review and adjust permission levels according to the needs of you and your staff members. We’ve made some recommendations for access levels below:
  • Basic - for viewing access only
  • Low - for service providers
  • Medium - for admin and receptionists
  • High - for management 
  • Owner (by default) has access to all sections
  1. Save your changes.

NOTE: If you have multiple locations, you can grant staff access to all locations, or just the location they’ve assigned to depending on their user permissions under Locations.

PRO TIP: It may be worth giving administrators and reception staff access to all locations so they can book appointments for other locations when there’s no availability at the location they’re based.

NOTE: Staff who have access to the Staff Members and Permission Levels tabs can grant access to other users.


 

Apply permission levels to your staff

You can set staff permissions when adding their staff profile to your Fresha account. If you’ve decided to do this at a later date, simply follow the steps below:

  1. Go to Staff and select Staff Members.
  2. Select the staff member whose permissions you’re looking to update. 
  3. Choose the level of access you’d like them to have.
  4. Save changes.

Once confirmed, the staff member will receive email instructions to set up their own login password.

PRO TIP: If your staff member is having trouble finding the email, please ask them to check their junk or spam folder as it may have routed there by mistake.

NOTE: Email addresses can only be used once so if their email has already been added as an admin on the account (or with another business using Fresha) you won't be able to give them access. They’ll need to provide another email address. 


 

Remove or adjust staff access

You can change or remove user permissions for staff members at any time. To do this, simply follow the steps below:

  1. Go to Staff and select Staff Members
  2. Select the staff member whose permissions you’re looking to remove or update.
  3. Click User Permission to adjust their access level or Delete if you want to delete their profile altogether. 
  4. Save changes.

If you change their access level to No Access, the staff member will automatically be logged out, and they’ll no longer have access to your account. 

PRO TIP: If you’re planning on deleting a staff member, we recommend removing their login access first to give you time to review their future appointments.


 

Important Information

We do not recommend giving a staff member or administrator access to the Setup area unless absolutely necessary, as this can include sensitive information relating to your business and Fresha account.

We also strongly recommend that you do not ever share your account login details (email address, password) with other staff members. No employee at Fresha will ever ask you for your login information or password.

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