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 Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • 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
      • Announcement: Zoho Bookings browser extension

        Dear Bookings users, We are thrilled to introduce our browser extension that promises to revolutionize your scheduling process, making it incredibly easy and convenient. You can install this extension on your browser and manage your appointments without

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly 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

                        • Word of the Day

                          Word of the Day


                        • 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

                        • Word of the Day

                          Word of the Day



                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方