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Wefido step-by-step guide

How to manage your Wefido business team permissions

Give collaborators and administrators only the permissions they need and restrict accessible locations and operators when appropriate.

Manage team permissions
At a glance

What you will learn

  1. 1
    Open Client management and choose Overview
  2. 2
    Find Team and permissions and check the correct role and member
  3. 3
    Confirm your identity with your password and a verification code when required
  4. 4
    Enable only the required schedule, clients, sensitive data, orders, availability or reports permissions
  5. 5
    Set any location and operator restrictions, save and review the confirmation
Frequently asked questions

Useful answers for this guide

Why can I not edit the owner?

The owner is marked as full access and locked. Granular permissions apply to editable team members.

What does an empty team panel mean?

If loading has completed and no members appear, that business has no configured collaborators. A loading error is shown separately.