User Permissions

Employee and User Permissions

Onboarding a team member has three steps, and order matters. Define what they can access first, then invite them, then assign their permissions.

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Step 1: Define user permissions

Do this before inviting anyone.

1. Go to Setup > User Permissions

2. Click Add

3. Give it a clear name — e.g., "Admin," "Photographer," "Manager"

4. Add a short description of what the role is for

5. Set access for each module:

Level	What they can do
Read	View data, but not change it
Write	View, add, and edit data
None	Cannot see this module at all

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Step 2: Invite the employee

1. Go to Setup > Employees

2. Make sure the employee record exists — add their details if not

3. Find the person in the list and click Invite to ScheduLink

They'll receive an email with a link to create their account.

Once they sign up, the Invite to ScheduLink button will go gray. That confirms they're in the system.

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Step 3: Assign their permissions

You can't do this until the employee has accepted the invite and signed up.

1. Once the invite button is disabled, open their profile in Setup > Employees

2. Find the User Permissions field

3. Select the role you created in Step 1

4. Save

They now have access based on the rules you defined.