Team Management lets business owners and administrators invite people to their business and control what they can access.
Team Roles
Booky AI has three team roles. Each role provides a different level of access.
Owner
The Owner has full control over the business and its settings.
Admin
Admins can manage the business and have broad access to business features. This role is suitable for a business partner, virtual assistant, or another person who needs to manage business operations.
Staff
Staff members have operational access only. They primarily use the Staff Portal and can access the pages and features required for their assigned work.
Inviting a Team Member
- Open your business workspace.
- Click Invite Member in the top-right corner.
- Enter the team member's email address.
- Select their Role.
- If you select Staff, select the Staff Profile they should be linked to.
- Click Send Invitation.
Staff Profile Linking
When inviting someone with the Staff role, you must link their account to an existing Staff Profile.
This determines which staff member they can access through the Staff Portal after creating their account.
What Happens After the Invitation?
After you send the invitation, the team member will receive an email with instructions to create their account and join your business.
Once they complete the invitation process, they will have access based on the role you assigned to them.