You can Add Staff, Receptionist or Administrator Users in the Administrator. (To set up clients with a username and password see Require Client Login Option)
Go to the Administrator Select the Business tab on the top left Select the Users tab on the top right Click the Add button under the User Detail list If the person is a Staff person that accepts appointments, select his/her name in the Staff drop down list Enter a Login Name Enter a password in the New Password field Retype the password in the Confirm New Password field Select a Role for the User (see Types of user below) Click the Save button
Types of user: Staff - Report: Only sees only the Daily/Weekly Report for himself/herself Staff - Manage Hours: includes Daily/Weekly Report + setting his/her own work schedule Staff - Full: includes the Manage Hours + can also manage his/her own appointments Receptionist: Access to Daily/Weekly Report for all staff + full Receptionist access to all staff Receptionist + Reports: All Receptionist functions + Appointments Report + Deleted Appointments Report + Client Report Administrator: All Receptionist + Reports functions + Administrator access + Invoicing access
*It is highly recommended to allow people the most restricted level of access needed.