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Giving Users Access to the Program
To add, change, and delete users that can sign in to Simple Appointments, click “Setup” on the program's opening screen. Click the name of a user in the list to make a change or click “Add a New User” to add a user. The user information form appears. If you are changing a user, it will already be filled with the user's settings.
User Name
This is the user name that the user will type in the sign-in page to access the program.
Password
If you are adding a new user or wish to change a current user's password, enter the password that the user will type in the sign-in page to access the program. If you are editing a user and do not wish to change the password, leave the password field blank. The password is case-sensitive; pay attention to the caps-lock and shift keys.
Permissions
Check the check boxes next to the items to which you want this user to have access:
- Change Students and Lessons
- View/Change Payments
- Complete Tasks
- Change Staff
- Change Users
- Change Configuration
- View Summary Reports
View Staff
Finally, check the check boxes next to the staff members this user should see and (assuming they have Change Students and Lessons permission) manage appointments for. Some users can be set to view only one or a few staff. To give access to all staff scheduling, simply check only the “ALL” check box.
If you forget to check any staff for the user to view, the user will not be able to see anything on the lesson sheet!
Delete a User
To revoke a user's access to the program, click “Delete This User”.
When you are done, press Save to save your changes.
