How do I create user logins and team permissions?

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

Lorsque vous ajoutez des membres d'équipe, vous pouvez définir leurs autorisations en fonction du niveau d'accès que vous souhaitez leur accorder. 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 Business settings and select Permissions.
  2. Review and adjust permission levels according to the needs of you and your team members.
  3. Save your changes.

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

NOTE: If you have multiple locations, you can grant team 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 team access to all locations so they can book appointments for other locations when there’s no availability at the location they’re based at.

NOTE: team who have access to the Team members and Permission Levels tabs can grant access to other users.

Apply permission levels to your team

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, simply follow the steps below:

  1. Go to Business settings and select Team members.
  2. Select the team member whose permissions you’re looking to update. 
  3. Scroll down to Team permission and choose the level of access you’d like them to have.
  4. Save changes.

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

PRO TIP: If your team 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: Emails 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. 

Remove or adjust team access

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

  1. Go to Business settings and select Team members
  2. Select the team member whose permissions you’re looking to remove or update
  3. Scroll down to Team permission and choose the level of access you’d like them to have or Options three_dots_across.png and Delete team member if you want to delete their profile altogether. 
  4. Save changes.

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. 

PRO TIP: If you’re planning on deleting a team 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 team 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, password) with other team members. No employee at Fresha will ever ask you for your login information or password.

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