Give A New User Access To The Scheduler

This guide explains how to give a new user access to the Scheduler by assigning them the correct Location within your company settings

Before You Begin: Make sure you have Admin access in Manage, as only administrators can modify user permissions and locations.

Steps

Follow the instructions below to give a new user access to the Scheduler:

1. Log in to Manage using an account with Admin permissions.
2. Click the person icon in the upper-right corner of the screen.
3. Select Company Settings.
4. Click Users.
5. Find and select the relevant user.
6. Navigate to the Locations tab.
7. Under Environments, select the correct environment for your company.
8. Tick the appropriate Location for the user.

Verify Access

Once the user has been added to the correct Location:

1. Open the Scheduler.
2. Switch to Week View.
3. Select Location.
4. Confirm that the Specialist’s Name appears correctly.