To create a new user account, simply head to:
> Settings
> Scroll down to 'Users' and select
> 'Add User'
> Enter in the users full name and a valid email address
> Save
Important: At this point the user will be sent an email to verify their Email Address. The link will only be active for 3 hours so make sure they action this within this time. If not, they can request a new Password Reset link from the email.
> Next you'll need to set them up with Site Access. There's various levels of permission that can be given.
Therapist - Therapists have read-only access to the system. This should be used to give users basic access to clients and reservations.
Standard - Standard users can create and manage clients and reservations. Give this role to users who can manage your operation.
Spa Manager - This user has all permissions, including the ability to manage user permissions, update settings and manage the rota.
Only one of the above permissions levels needs to be chosen per user and then you can opt into all or as little of the below permissions as required:
Inventory Manager - Inventory managers can view inventory, create adjustments, receive orders and post stock takes.
Reports - This role grants users access to view and download reports.
Intake Forms - This role grants users access to view and print intake forms.
From this page, should you ever need to remove an account i.e. if a team member leaves the company, you can ‘Delete the account’ from here.
You can also ‘Send Password Reset Email’ should a team member forget their password. The user can alternatively always head to the login page app.try.be and there will be a ‘Forgotten your password?’ link, where they can also request a reset email be sent to their inbox.
