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