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Users Overview

In this article, we will cover what types of user accounts exist on the system.

Currently there are: administrators (managers), service providers (the employees that perform the service for the customer), and customers (the people receiving the service). The employee roles (administrators and service providers) are not mutually exclusive, meaning that an administrator can also be a service provider.

All users have an account with a unique email and a password. If you’ve forgotten your password, follow “Oops, I forgot” my password button on the sign in page. If you’d like to change it from the ops console, see How do I change my password.

Administrator

An administrator (also referred to as an operator) is a managerial-type role. Administrators can be owners, which means that they are able to change/cancel the PodiumIO subscription. All administrators are able to see the entirety of the ops console. All administrators are able to add other administrators, service providers and customers to the system. For more on adding other employee accounts, see How do I add other administrators & service providers.

If you’d like to edit Administrator accounts, this can be done from the Employee profile, which can be found on the Settings / Employees page.

Service Provider (requires subscription)

If you have subscription access to Service Providers, a service provider is an employee or contractor that performs the service for your customer. Each service provider has their own Employee Work Calendar with its own set of Work Hours and Non-working hours. Work Calendars can be synced to individual Google Calendars (How can my employee see their assigned bookings in their own external Google Calendar). If a service provider is not also an administrator, they are only able to see a portion of the ops console when they log into the system. If you’d like to expand or restrict what they are able view further, see How can I restrict which parts of the ops console my service providers can see.

If you’d like to edit Service Provider accounts, this can be done from the Service Provider profile, which can be found either on Settings / Employees or on the Service Providers list page.

Customer

In order for a booking to be created, a customer account to which you want to attach the booking must exist. As an administrator, customer accounts can be created from the “Create Customer” button in the Actions Panel on the Customers list page. If you’d like to import or export large volumes of customers, please see How can I import and export my customers.

Updated on May 28, 2019

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