Users

How to invite someone#

1. Open Users in the menu.
2. Tap New user.
3. Enter Name and Email.
4. Under Access, choose Invite by email.
5. Under Role, choose Admin or Team.
6. Tap Create.

The person gets an email with a link that is valid for 7 days and works only once. With it, they set their own password. The Invite by email option only appears if email sending is set up for your business.

Create a login with a password#

1. Under Users, tap New user.
2. Enter Name and Email.
3. Under Access, choose Set a password.
4. Enter a password under Password (min. 8 characters).
5. Choose the Role and tap Create.

The person can sign in with this password right away. Bookelva doesn't require them to change it, unlike after a password reset. Pass it on securely and ask them to replace it with their own under My account.

Roles: Admin and Team#

Admin has full access. Team sees everything in the menu except Users, Accounting, Settings, App and Support: that is Dashboard, Calendar, Bookings, Inbox, Customers, the menu items for your services and your team (e.g. Barber), Calendar sync, Reports with the revenue figures, plus Register and Payments. Which of these areas are available depends on the plan.

Team is limited in Payments (only recording cash for open appointments, no list of payments), services (view only), the team (only their own working hours, short description and own absences), customers (no deleting, no import, no data protection requests), reviews (no publishing or replying) and the Register (e.g. deleting products or reopening a daily close). Only admins can confirm new legal texts and manage the subscription. There must always be at least one active admin. You can't change your own role to Team.

Connect a login to a person on your team#

The field named after your team (e.g. Barber profile (optional)) connects the login to a person who receives appointments.

1. When creating or editing, choose an existing person in the profile field.
2. Or, when creating, choose the option that starts with + New: the person is created at the same time, with all services and the team's working hours.
3. Tap Create or Save.

Adjust the new person's services and working hours afterwards in the menu item named after your team (e.g. Barber). How many active people are possible depends on the plan. If no seat is free, the + New option is locked.

Resend a pending invitation#

Until the person has set their password, the list shows Invitation pending or Invitation expired.

1. Open Users.
2. Tap the envelope icon (Resend invitation) next to the person.

If the invitation doesn't arrive, you can set a password instead by editing the user. Open invitation links then stop working.

Reset someone's password#

1. Tap the pencil icon (Edit / set password) next to the person.
2. Enter a new password under New password (leave blank to keep).
3. Tap Save.

The person is signed out on all devices and has to choose their own password at the next sign-in. You change your own password under My account.

Deactivate or delete a login#

1. Tap Deactivate next to the person. They can no longer sign in and stay in the list as inactive.
2. With Activate you restore access.
3. To remove the login for good, tap the bin icon (Delete) and confirm.

You can't deactivate or delete your own login here. Appointments and the connected person on your team are kept when the login is deleted.