As a team member with collaborator access, a member of the organization will only have access to clients and client data that is assigned to them.
Under this permission system, the following rules are applied:
Schedulers | Only schedulers where their availability is applied |
Clients |
Only clients that are assigned to them |
Client template |
The client template cannot be edited by limited client access members |
Appointments list | Only appointments where clients are assigned to them |
Groups | Only groups that include a client assigned to them, but members with limited client access cannot create groups |
Services | Only payments with clients assigned to them, but access to use all packages, products, coupons and invoices |
Forms | Only forms with clients assigned to them, but access to use all form templates |
Library | Access to all files, folders and links in the library |
As a collaborator, these members cannot:
- Delete packages
- Delete products
- Delete coupons
- Delete form templates
- Archive clients
- Delete files from the library
- Delete links from the library
- Delete folders from the library
- Cannot view "manage plan"
- Cannot view "Teams"