Define your teams access levels to your workspace for control over sensitive client information. Discover how to define permission levels, apply these settings to individual team members, and manage how client contact information is viewed. 

This guide covers:

• Getting started 
• Defining permission levels
• Applying permission levels to team members
• Archiving or adjusting team access
• Managing client contact visibility
• FAQs

Getting started

Permission settings can be enabled and adjusted at any time. For initial setup, we recommend:

• Begin by adding your team members to your workspace and defining their roles. 

Defining permission levels

There are different levels from Basic, Low, Medium, High, and Owner, each with varying access rights. To set your permission levels:

1. Open Workspace settings and select Team then Permissions. 
2. Review and adjust permission levels using the checkboxes according to the access you want to grant to different team members. You set levels using our access recommendations below:

   - Basic: For viewing access only.

   - Low: For service providers.

   - Medium: For admin and receptionists.

   - High: For management.

   - Owner: Has access to all sections by default.

3. Click Save. 

Applying permission levels to team members

You can set team permissions when adding their team profile to your Fresha account. If you’ve decided to do this at a later date:

1. Open Team and select Team members.
2. Click on an existing team member and select Actions and Edit.
3. Select Settings from the menu and use the drop-down menu under Permission level to assign an access level. 
4. Click Save.

Archiving or adjusting team access

To change or remove user permissions for team members at any time:

1. Open Team and select Team members.
2. Select the existing team member and click on Actions and Edit.
3. Click Settings.
4. Under Permission level, use the drop-down menu to choose the adjusted level of access you’d like them to have. If you change their access level to No Access, the team member will automatically be logged out, and they’ll no longer have access to your account.
5. Or, click Options and select Archive to temporarily remove their profile. Reconfirm by selecting Archive again when prompted. Archived team members may be viewed by adjusting your filter settings, and may be restored at any time.
6. Click Save.

Managing client contact visibility

Removing team member access to client contact info simplifies the view to display limited client details: first name, partial email, and mobile number. This restriction applies to appointments and the calendar. To restrict a team member's view of client details: 

1. Open Workspace settings and select Team then Permissions. 
2. Scroll down to Can see client contact info.
3. Check the box under the relevant permission level to adjust visibility.
4. Click Save.

FAQs 

Q. What is the best practice for setting permissions? 
We do not recommend giving a team member or administrator access to the Business settings area unless necessary, as this can include sensitive information relating to your business and Fresha account.

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