Find out how you can create new users to your Salonized account and give different authorizations depending on their business role.
Creating a user account for someone is the same as giving them a key to your Salonized account. You can decide yourself which user has which authorisations within the System. That way you'll for example be able to prevent an employee accessing your financial statistic reports.
Who can manage user accounts?
Only users with Full access can create, edit or delete user accounts. An Administrator cannot.
Add a user account
Go to Settings → General → User accounts.
Click Add user account.
Fill in First name, Last name and Email address.
Set a password and repeat it.
Tick the permissions you want on the right.
Click Save.
Important: you set the password yourself. Salonized does not send an invitation email. Pass the password on to your colleague yourself. They can change it afterwards from their own account page, or via Forgot password on the login screen.
The password must be at least 8 characters and contain at least one digit, one lowercase letter and one uppercase letter.
Which permissions can you give?
Permissions are cumulative, not a pick-one list. Tick Administrator and Manager, Reports and Basic access are ticked automatically and locked. So pick the highest level the person needs.
Full acces
This user has access to all features of Salonized and has full authorisation to make changes; as for example export data or delete another user account.
Administrator
This user has access to all features of Salonized but has limited authorisation to make changes; as for example can not export data, add a new user or delete another user.
Manager
Has access to most basic features found under 'Admin'; as for example treatments or roster. Can also see feedback and make changes to the cash register.
Report
Has access to basic functions and additionally has insight into the reports environment (financial administration). But not able to see 'Admin' features.
Basic access
This user has access to the Customers page, Register, Products page, and Messages page but can not change or delete invoices.
Calendar view
This user can view, create and modify appointments in the Calendar and access the Dashboard and Support hub.
Automatic sign-out
Under Security you can enable Automatically sign out after 15 minutes of inactivity per user. Leave it disabled to keep the user logged in when they leave the browser open. It is off by default.
Two-factor authentication is set up by each user on their own account page — you don't configure it for them.
Edit or delete a user account
Click a user to change their details or permissions.
If you change the email address, we'll ask for your own password to confirm.
Delete via the three-dots menu on the card, or via Delete account at the bottom of the dialog.
There is no way to temporarily deactivate an account — you can only delete it. You cannot delete your own account or the account of the company creator. When you delete a user, the activity logs and all sales history are kept.
A user account is not the same as an employee
A user account is a login. An employee is a column in your calendar. They are two separate things. If you want someone to be able to log in and appear in the calendar, create both a user account (here) and an employee under Settings → Company → Employees.
Cost and limits
You can create as many user accounts as you like and they cost nothing extra. Your subscription cost is driven by the number of employees and locations, not by the number of logins.
Note: Invite colleagues in the top menu is our referral programme, not a way to create a user account.
Activity logs
At the bottom of the page you will find the activity logs of all user accounts. This way, for example, you can easily find which of the users have moved an appointment and when.
Do you have any further questions? Please let us know!