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Manage team permissions
Manage team permissions
Define your teams' access level to your workspace for control over sensitive client information. Learn how to define permission levels, apply these settings to individual team members, and manage how client contact information is viewed.
Getting started
Permission settings can be enabled and adjusted at any time. For initial setup, we recommend:
- Adding your team members to your workspace and defining their roles.
Defining permission levels
There are different levels from Basic, Low, Medium, High, and Owner, each with varying access rights.
To set your permission levels:
- Open Workspace settings and select Team then Permissions.
- Review and adjust permission levels using the checkboxes, according to the access you want to grant to different team members.
- You set levels using our access recommendations below:
- Basic:
For viewing access only. - Low:
For service providers. - Medium:
For admin and receptionists. - High:
For management. - Owner:
Has access to all sections by default.
- Basic:
- Click Save.
Owner accounts have full system access while all logged-in staff can access the calendar and areas where the appropriate permission levels are enabled.
Applying permission levels
You can set team permissions when adding their team profile to your Fresha account.
- Desktop
- Mobile
To add team member permissions:
- Open Team and select Team members.
- Click on an existing team member and select Actions and Edit.
- Select Settings from the menu and use the drop-down menu under Permission level to assign an access level.
- Click Save.
To add team member permissions:
- Open Team and select Team members.
- Tap on an existing team member and select Actions and Edit.
- Scroll along to the Settings tab from the menu and use the drop-down menu under Permission level to assign an access level.
- Tap Save.
Once confirmed, the team member will receive email instructions to set up their login password. If they have trouble finding the email, please ask them to check their junk or spam folder as it may have been routed there by mistake.
Archiving or adjusting access
- Desktop
- Mobile
To change or remove user permissions for team members at any time:
- Open Team and select Team members.
- Select the existing team member and click on Actions and Edit.
- Click Settings.
- Under Permission level, use the dropdown to choose the adjusted level of access you’d like them to have. If you change their access level to No Access, the team member will automatically be logged out, and they’ll no longer have access to your account.
- Or, click Options and select Archive to temporarily remove their profile. Reconfirm by selecting Archive again when prompted. Archived team members may be viewed by adjusting your filter settings, and may be restored at any time.
- Click Save.
To change or remove user permissions for team members at any time:
- Open Team and select Team members.
- Select the existing team member and tap on Actions and Edit.
- Scroll along to the Settings tab from the menu and use the drop-down menu under Permission level to adjust their access level.
- If you change their access level to No Access, the team member will automatically be logged out, and they’ll no longer have access to your account.
- Alternatively, tap Options and select Archive to temporarily remove their profile. Reconfirm by selecting Archive again when prompted. Archived team members may be viewed by adjusting your filter settings, and may be restored at any time.
- Tap Save.
If you’re planning on deleting a team member, we recommend removing their login access first to give you time to review their future appointments.
Managing client contact visibility
Removing team member access to client contact info simplifies the view to display limited client details: first name, partial email, and mobile number. This restriction applies to appointments and the calendar.
- Desktop
- Mobile
To restrict a team member's view of client details:
- Open Workspace settings and select Team then Permissions.
- Scroll down to Can see client contact info.
- Check the box under the relevant permission level to adjust visibility.
- Click Save.
To restrict a team member's view of client details:
- Open Workspace settings and select Team then Permissions.
- Scroll down to see the full range of Permission settings.
- Check the box under the relevant permission level to adjust access.
- Tap Save changes.
Team members without access to see client contact info cannot edit client profiles but can create new clients and search for clients by mobile and email.
FAQs
What is the best practice for setting permissions?
Can I have multiple email addresses for a team member?