Administrator Access
Updating an Existing Contact's Access
- Go to the Contacts tab and search for the contact.
- Select their name.
- Adjust the Admin Level pull-down to set their access.
This allows the contact to log into the Admin UI and view reports, with permissions determined by the level selected (see table below).
Adding a New Administrator
- Click the green Add button.
- Select Admin....
- Fill in the contact's information.
- Set their Admin Level using the pull-down.
The 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.
Updating Multiple Teachers/Admins at Once
To bulk-update access levels for a group of contacts:
- Go to Global Setup / Contacts.
- Under Advanced Options, click Modify Admin Level.