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Users (Team Members)

This article will detail the process around adding new team members (users) to the platform.

Team Members are users within your organization who have access to the booking platform (OBS). To add new team members to your account, navigate to the Teams page located under Settings in the sidebar menu.

Adding a new Team Member

 

1. Access the Teams page underneath Settings in the menu sidebar.

 

2. Select "Add Team Member" from the Team page

3. Fill out the required fields in Add Team Member form

  • Please note that the Account Type field relates to the user's access level in the booking platform:

 - Client will give the user full access

 - Booker will restrict the user from editing client details

 - Disabled restricts the users access to the booking platform entirely

  • Please also note that the Send signup email checkbox is not required, on the login page for the booking platform, the user will be able to enter their email address and select the reset password button to trigger that password reset email.

 

4. Select "Add Team Member" to save the new team member to the account.