Adding Team Members

Adding Team Members

Build your team by inviting members and configuring their access. Each team member gets their own account with role-based permissions.

Team Overview

View your team at Settings → Team:

• All team members listed with search and filter capabilities
• Role and status shown
• Venue assignments displayed
• Quick actions available

Adding Members

There are two ways to add team members:

Invite New Users

1. Click "Invite Member"
2. Enter their email
3. Select their role
4. Assign to venues
5. Send invitation

Existing EasyBook Users

Users with existing accounts can be invited to join your organization. They'll access your organization alongside their existing ones.

Member Profile

Each team member has a profile containing:

• Personal information
• Contact details
• Assigned role
• Venue assignments
• Service assignments
• Working hours

Managing Members

Changing Roles

To change a member's role:

1. Open their profile
2. Click "Change Role"
3. Select new role
4. Confirm change

Removing Members

To remove a member:

1. Open their profile
2. Click "Remove from Organization"
3. Confirm removal

Removed members lose access immediately but their appointment history is retained.

Member Status

• Active: Can access the organization
• Inactive: Account disabled temporarily
• Pending: Invitation sent but not accepted