Assign booking pages to an Editor

The Account Owner & Administrators on the account have full control over which booking pages the Editor can access.

This feature is available on the Teams plan.

As an Editor, the user can make changes to assigned booking page and view associated bookings. The Editor cannot delete or copy the booking page, or create additional booking pages. 

Adjusting the user role to Editor

All team members are initially invited as Contributors. 

The Account Owner & Administrators can modify any team members role from Contributor to Editor. Under Accounts Settings Team Management, select the correct role for each team member from the dropdown box. 

Assigning booking pages to the Editor

The Account Owner & Administrators can decide which booking pages the Editor will have access to. For each Editor, click the three dots to see the "Manage member" option. 

Select Booking page access and then click Edit to search for the booking page. 

Check the box next to each booking page that the Editor should see when they login to their YCBM account. Click Done when finished. 

The same booking page can be assigned to multiple Editors, giving multiple team members access to make changes to a single booking page. 

Editor Account Overview

When the Editor logs into their YouCanBook.me account, they will see their assigned booking pages on their dashboard. They can edit the settings of those assigned booking pages, and view any bookings that have been received by clicking Bookings on their dashboard. 

They can also organize their personal dashboard into folders if they have a large number of booking pages. The folders are unique to each YouCanBook.me account. 

The Editor can also share additional calendar accounts or modify the existing Zoom account they have integrated with YouCanBook.me on the Integrations page. These integrations are shared with the entire YouCanBook.me account. 

Removing access from booking page

The Account Owner & Administrators can remove booking page access from an Editor at any time, on the Team Management page. To remove access, click the three dots to see the "Manage member" option. Select Booking page access and then click Edit to search for the booking page. Uncheck the box next to each booking page that the Editor should no longer have access to. Click Done to save the changes. The Editor will no longer be able to view or edit that booking page in their YCBM account. 

For further questions, contact our team at support@youcanbook.me.
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