Inviting users and managing permissions
The business owner invites users by email and opens or closes departments for each one - marketing, sales, finance, calendar & bookings.
Want someone from your team to work with you in Bambook? Invite them by email and decide which departments they see. Only the business owner sees this page and can change permissions.
Open Users and permissions
In the side menu, below the main menu, click Users and permissions.
Fill in the invitation
In the "Invite a new user" card enter the invitee's email. A new invitee joins as a "user"; changing the role (for example to "approver" or "business owner") is done afterwards from the users list.
Choose departments
Under "Department access" turn each department on or off: Marketing, Sales, Finance, Calendar & bookings. Default for a new user: marketing and sales open, finance and calendar closed.
Send
Click Send invitation. You see "Invitation sent successfully" and the invitee receives an email.
Change permissions later
In the "Users" list click Edit department permissions for the user, turn departments on or off and click Save permissions. Change a role from the role list in the same row, and remove with Remove user.
Did not find an answer?
The Bambook support team replies within one business day. Tell us what you tried to do, on which screen, and attach a screenshot if you have one.