Tt's easy to add and remove team members on your YouCanBook.me account in response to personnel changes. Your team can be managed by using the Team Management menu option in your Account navigation bar. Or click here.
This feature is available on Teams plan.
In this article:
- Add members to your team
- Remove members from your team
- Change team member roles
- Managing your account subscription
Add members to your team
To add additional team members to your account, navigate to Team Management and click Invite Team Members. Enter their email addresses, and they'll receive an email to join your account. Any team members with a status of Pending have not yet accepted the invitation. Both Account owners and Administrators can invite team members to the account.
To remove a person no longer on your team, click the three dot symbol next to the role selector, then click on "Remove member". Their calendars will be unlinked from any booking pages they were previously associated with, but you can also delete them as a team member from all booking pages. Both Account owners and Administrators can remove team members from the account.
Change team member roles
A Contributor on the account can share their calendar and Zoom integrations with your YouCanBook.me account, but does not have access to edit or create booking pages on the account.
An Editor on the account can share their calendar and Zoom integrations with your YouCanBook.me account, and can only access specifically assigned booking pages on their dashboard, but cannot create or delete any other booking pages.
An Administrator on the account can share their calendar and Zoom integrations with your YouCanBook.me account, and can also edit and create booking pages on the account. They can also invite other team members, update team member roles, see other team member integrations, and assign booking pages to Editors.
You can adjust a team member's role on the Team Management page after they have accepted the invitation to join your account. From the dropdown, adjust the role from Contributor to Editor or Administrator.
Managing your account subscription
On your Team Management page, click Manage next to each team member to view how many calendars from each team member's account are being linked.
When you're linking to more calendars than you're paying for, you'll need to upgrade your subscription, or unlink some of those calendars from your booking pages.
For further questions, contact our team at support@youcanbook.me.
Access your YCBM Dashboard
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