- Enables a clear accountability hierarchy
- Limits what users can view and modify in the booking system
- Enhances protection of customer booking data
Access privileges for different user roles associated to a workspace
| Feature | Permissions | User roles | |||
|---|---|---|---|---|---|
| Admin | Workspace admin | Manager | Staff | ||
| Calendar | Access to everyone's calendar | ||||
| Access to personal calendar | |||||
| Reports | Create | ||||
| Access | |||||
| Availability | Update working hours | ||||
| Update availability | |||||
| Booking URL | Customize booking URL | (Only for staff booking URL) | |||
| Booking page | Customize booking pages | ||||
| Notifications and reminders | Customize templates | ||||
| Integrations | Ability to configure | ||||
Benefits of assigning user roles in appointment scheduling
Simplifies the workflow
Zoho Bookings helps you structure your team and assign users with admin, manager, and staff roles. Each role offers various privileges and restrictions, giving you greater control over in-app activities without the added effort.
Improved decision-making
User roles help businesses streamline operations, hold team members accountable, and gain better insights into appointments. By setting user access levels, managers can track who's handling which appointments, allowing them to make informed decisions quickly.
Easily assign and reassign user roles
Mark appointments as free or paid based on your requirements. For instance, as a private tutor with multiple one-on-ones, you can charge for each service as you see fit. You can also collect deposits to avoid no-shows.
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Lokesh Mittal, Director, Mintskill HR Solutions LLP
“Zoho Bookings helps to do online interviews on time and every time. Today, we can handle the scheduling of hundreds of interviews with a single click.”
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TRY ZOHO BOOKINGS NOWFrequently Asked Questions
1. Can I change the user role for an existing user at any time?
If you are a super admin or admin, you can update user roles at any time.
2. Can I have more than one super admin for my Zoho Bookings account?
You can only have one super admin per Zoho Bookings account. However, you can assign as many admins for your account as you'd like.
3. Can I delete a staff member who is no longer associated with the organization?
If you are a super admin or admin, you can delete a staff member from the account.
4. Can users under the "staff" role export customer data?
No, staff members cannot import or export customer data.