Announcement: Set permissions for your staff

Announcement: Set permissions for your staff

Hello Bookings Community, 

We are pleased to announce a new feature in our Bookings scheduler, Roles and Permissions. This powerful addition allows you to define permissions for your staff members, ensuring overall privacy.

 

Establishing permissions for staff is essential, as it is the backbone of a secure system. As a first step, we're introducing the ability to configure access permissions specifically for the staff roles. In the future, we will expand this functionality to other roles too. Let's have a quick rundown of what comes with this feature.

 

Profile permissions 

Currently, staff can edit their own profiles, except working hours. With this feature, admins can allow them to edit their own working hours.

 

Booking page permissions 

We provide separate booking page links for every staff member, service, and workspace. Currently, staff members can view all the booking page links. However, by setting view permissions, admins can determine whether staff members can view only the booking page links that they are assigned to, or if they can view all the booking page links within the platform.

 

Safeguard customer data 

Fine-tune permissions and have more control over customer information, ensuring data visibility. Admins can define whether staff can view, edit, add, delete, or export customer data. Additionally, admins can decide whether staff can access all customer data or only the data of customers who had booked with them.




Help documentation
 

To learn more about this feature, please read this help article.

 

Availability 

This feature is available for all paid plans.  

 

Hope you find value from our new feature. We're eager to bring in more enhancements in the future. Please share your suggestions and queries in the comments or feel free to write to support@zohobookings.com.

 

Regards,

The Zoho Bookings Team

 

 

 

 

 


      Zoho Developer Community








                                Zoho Desk Resources

                                • Desk Community Learning Series


                                • Digest


                                • Functions


                                • Meetups


                                • Kbase


                                • Resources


                                • Glossary


                                • Desk Marketplace


                                • MVP Corner


                                • Word of the Day



                                    Zoho Marketing Automation
                                            • Sticky Posts

                                            • New feature: Invite additional guests for your bookings

                                              Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make
                                            • Announcement: Set permissions for your staff

                                              Hello Bookings Community, We are pleased to announce a new feature in our Bookings scheduler, Roles and Permissions. This powerful addition allows you to define permissions for your staff members, ensuring overall privacy. Establishing permissions for
                                            • Introducing Appointment Title Customization

                                              Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
                                            • 📣📣 Zoho Bookings - Feature Roadmap 2024

                                              Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in
                                            • ⚠️ Gmail's new policy guidelines to impact emails sent from Zoho Bookings, starting Feb 2024!

                                              Hi there, We'd like to inform you about the upcoming changes to Gmail's guidelines, set to take effect on February 1, 2024. Gmail is rolling out policy changes with the primary goal of fortifying security and reducing spam within its platform. This will


                                            Manage your brands on social media



                                                  Zoho TeamInbox Resources

                                                    Zoho DataPrep Resources



                                                      Zoho CRM Plus Resources

                                                        Zoho Books Resources


                                                          Zoho Subscriptions Resources

                                                            Zoho Projects Resources


                                                              Zoho Sprints Resources


                                                                Qntrl Resources


                                                                  Zoho Creator Resources


                                                                    Zoho WorkDrive Resources



                                                                      Zoho Campaigns Resources

                                                                        Zoho CRM Resources

                                                                        • CRM Community Learning Series

                                                                          CRM Community Learning Series


                                                                        • Tips

                                                                          Tips

                                                                        • Functions

                                                                          Functions

                                                                        • Meetups

                                                                          Meetups

                                                                        • Kbase

                                                                          Kbase

                                                                        • Resources

                                                                          Resources

                                                                        • Digest

                                                                          Digest

                                                                        • CRM Marketplace

                                                                          CRM Marketplace

                                                                        • MVP Corner

                                                                          MVP Corner







                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now