In Altegio, you can invite employees who do not provide services to manage a location, add employees who provide services without granting them access to the location, and add employees who provide services with access.
An employee with access is a company employee who has access to location management, a role, and certain rights in Altegio. The employee logs into the system using a username and password and can perform actions permitted by their access rights.
Access can be granted to an employee with any role—owner, administrator, specialist, accountant, etc. Depending on the employee's role, different levels of access need to be configured.
Unique identifiers (login) for accessing the system are email and phone number.
Invitations to manage a location can be sent in various ways: in the Settings > Staff and Billing > Limit management sections. This article will cover both methods. Additionally, this article will discuss adding employees who provide services without granting them access to the service in the new interface.
Inviting a Non-Service Employee to a Location
In the "Staff" section:
1. Go to Settings > Main Settings > Staff.
2. Click the "Add an employee" button.
In the pop-up window, fill in the following information:
• Enter the employee's name.
• Make sure to uncheck "Add an employee to the schedule" (if this setting is left enabled, the employee will be added as a service provider).
• Check "Provide access to the service" and provide their phone number or email (an invitation link will be sent through the specified channel).
4. Click "Save."
In the "Billing" Section
Go to Billing > Subscription and click the "Manage" button in the "Subscription Plan" section.
Click on the name of any already added non-service employee.
In the upper right corner, click the "Add access" button.
In the pop-up window, fill in the following information:
• Employee's name
• Their phone number or email (an invitation link will be sent through the specified channel)
• Position (optional)
• Select role
If necessary, adjust access rights within the role.
Click the "Send" button → "Send."
Adding a Service Provider Employee Without Access to the Service
Go to Settings > Staff.
Click the "Add an employee" button.
In the pop-up window, fill in the following information:
• Enter the employee's name.
• Make sure to check "Add an employee to the schedule."
• Specify the specialization (required) and position (optional).
• Do not check "Provide access to the service."
Click "Save."
Adding a Service Provider Employee With Access to the Service
Go to Settings > Staff.
Click the "Add an employee" button.
In the pop-up window, fill in the following information:
• Enter the employee's name.
• Make sure to check "Add an employee to the schedule."
• Specify the specialization (required) and position (optional).
• Check "Provide access to the service" and provide their phone number or email (an invitation link will be sent through the specified channel).
Click "Save."
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