Users and security
Employees, their rights and protecting the sign-in.
Add an employee
- “Settings → User Management → Add”.
- Email, role (administrator, master, ads specialist) and the sections open to them.
- The employee receives an email with a sign-in link.
Roles
- Administrator — sees the sections opened to them and works with clients and appointments.
- Master — only their own appointments and schedule. Pro / Max
- Ads specialist — only “Leads”.
Sign-in security
In “Settings → Sign-in security” turn on sign-in with a code by email. Devices you trust can be remembered — the code is not asked every time.
A code when signing in
The owner always receives a code by e-mail. Staff can switch it on under Settings and Security, the box Ask for a code. If the code does not arrive, check the Spam folder and the address in the settings.
Password rules
A password must be at least 8 characters, not one of the obvious ones like 12345678 or password, and not the same as the login. When you change your password, the program signs this account out on every other device where it was open; you stay signed in on the one where you changed it. Useful if the password may have reached someone else.
Inside the program the same article is under Help.