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Administrator Access

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Updating an Existing Contact's Access

    Go to the Contacts tab,tab you canand search for athe contact,contact. selectSelect their name,name. and adjustAdjust the "Admin Level" pull-down to allow them to log in to the Admin UI and see reports.

    To add a new contact, i.e., select the green Add button. For an Administrator, select Admin... and fill in the Contact information for the Admin.

    Select the Admin Level pull-down to set thetheir Contact'saccess. access level.

    This

      Appointment Viewer - hasallows the abilitycontact to log into the Admin UI and view reports, with permissions determined by the appointments,level butselected cannot(see changetable anything.below).

      Adding a New Administrator

        Click the green Add button. Select Appointment MakerAdmin... - has the ability to make appointments from the Admin UI, but cannot change the setup, add or remove slots.. Resource Administrator - has the ability to make and cancel appointments and add and remove slots from the Admin UI for the resources to which they have been granted accessFill in the Resourcecontact's Access section.information. Set their EventAdmin AdministratorLevel - is a full-powered administrator on one or more events. Useusing the lower right-hand table labeled Event Access to set the events the contact should have administrative access to.pull-down. Administrator - has full access to the entire account.

        For the administrative categories, Appointment Viewer, Appointment Maker, and Resource Administrator, be sure to specify the resources the contact should have access to. This is set in the Vendor Access tab / Resource Access block.

        For the administrative category Event Administrator, make sure to set the event that the contact should have access to. This is set in the Vendor Access tab / Event Access block.

        All of these settings allow access to the reports.

        ThisThe new contact will be prompted to create a password the first time they log in.

        Admin Access Levels

        Level Permissions Appointment Viewer Can log in and view appointments only — no changes allowed Appointment Maker Can make appointments from the Admin UI, but cannot change setup or add/remove slots Resource Administrator Can make/cancel appointments and add/remove slots — limited to the specific resources granted in Resource Access Event Administrator Full administrative access to one or more specific events — set under Event Access Administrator Full access to the entire account

        All levels include access to reports.

        Granting Specific Access

        Some levels require you to specify what the contact can access:

          Appointment Viewer, Appointment Maker, Resource Administrator: Set their accessible resources under Vendor Access / Resource Access. Event Administrator: Set their accessible event(s) under Vendor Access / Event Access.
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