How to provide staff with their own login credentials.

How to Provide Staff with Their Own Login Credentials


🔑 Nabooki allows you to create multiple user accounts with different levels of access, ensuring staff members only see and manage the information relevant to them.

This guide explains how to add a new user, assign access levels, and link staff accounts to the correct permissions.


User Access Levels in Nabooki

When creating new users, you can assign one of the following access levels:

Manager

✅ Full access to all features and settings.
✅ Can manage users, bookings and business settings.

Super Staff

✅ Can access and manage all bookings across all staff diaries.
✅ Can adjust schedules but cannot manage system-wide settings.

Staff

✅ Can only view and manage their own bookings and calendar.
✅ Cannot access or edit other staff members’ schedules.

AlertImportant: If a user is assigned the Staff role, they must be linked to a specific staff profile. (See Step 3)

Step 1: Access User Management

1️⃣ Log into your Nabooki account.
2️⃣ Click on your profile icon in the top-right corner.
3️⃣ Select Users from the dropdown menu.


Step 2: Add a New User

1️⃣ Click the ➕ (plus) button to add a new user.
2️⃣ Enter the user’s name and email address.
3️⃣ Select the appropriate access level (Manager, Super Staff, or Staff).
4️⃣ Click Save to create the user.

📩 The new user will automatically receive an email with login instructions. They must follow the link to set their password and access their account.






⚠️ If the new user has a "Staff" role, they must be linked to a staff profile.

1️⃣ Navigate to Settings > Staff.
2️⃣ Select the staff member’s profile.
3️⃣ Locate the Linked User Account field.
4️⃣ Select the newly created user from the dropdown list.
5️⃣ Click Create/Update to confirm.

✅ The staff user is now linked to their profile and can manage their own bookings.



Troubleshooting & FAQs 

What if a user doesn’t receive the login email?
🔹 Ask them to check their spam or junk folder.
🔹 If the email isn't found, resend the invitation by deleting and re-adding the user.
Can I change a user’s access level later?
Yes! Go to Users > Select the user > Edit access level > Save changes.
Why can’t a staff user see their calendar?
Ensure their user account is correctly linked to their staff profile (See Step 3).
Can I remove a user from the system?
Yes! In the Users section, find the user and select Remove User.
 


Need Help?

If you need assistance, contact our support team:
💬 
Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com


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