Users and roles
Invite your team, choose what each person can do, and see who you pay for.
Go to Settings > Users & roles. Enter an email under Invite someone, choose a role and click Invite. An invitation stays open for 7 days.
Roles
- Admin: everything, including appointment types, staff, money, users, settings and the plan
- Workspace admin: runs bookings, appointment types, staff and schedules, and handles payments and refunds. The role isn't limited to one workspace.
- Staff: sees and changes their own bookings, sets their own hours and connects their calendar
- Viewer: sees bookings and reports, and changes nothing
The business owner is always an Admin, and only the owner can make someone else an Admin.
Who you pay for
You pay for each active staff member under Staff: the people who take bookings. Anyone else who signs in is free, whatever their role. Staff don't need a sign-in at all.
So an Admin who doesn't take bookings costs nothing, and a staff member with no sign-in still counts.
Staff and sign-ins
Roles and staff are two separate lists. A role decides what someone can do in the app. An entry on Staff means customers can book them.
To let someone sign in and see their own bookings, invite them, then choose them under Sign-in on their staff entry. If they have no role yet, they get the Staff role. See Staff and hours.
Custom roles
On Business, go to Settings > Custom roles and click + New role. Tick what it can do:
- Appointment types, staff, schedules and sharing
- Invoices, payments and refunds
- See everyone's bookings and reports
- Book, move and finish bookings
- Change Bookings settings (not users or the plan)
With none ticked, the role views only. Then give it to people under Users & roles. If you delete a role, its people become Staff.
Audit log
On Business, Settings > Audit log shows who changed settings, roles and money steps, and when.
Their own settings
Under My settings, each person can connect their calendar, save their meeting room, and choose their language, date style and clock. This applies to them in every Ellibo app. Emails and PDFs stay in English.
When someone leaves
On Users & roles, set their role to No access. If they took bookings, use the switch on Staff to turn them off too. Their upcoming bookings stay, so give those to someone else or cancel them.
Also see Invite your team.