BusyPaws is designed to be used with your entire team. You can invite each team member to your account with their email. Once invited, your team members will be asked to select a password and log in to their account. Note: You will need to have a Team plan or higher plan to access this feature.

How to invite a team member:

  1. Open the to Account Settings menu on the bottom left

  2. Click on the Teams button in the navigation

  3. In the Invite Team Member box enter the First Name, Last Name and Email of the team member your would like to invite and click Send Invite

  4. Your team member will receive an email asking them to set a password and login.


How to change a team members Access Level:

  1. Open the to Account Settings menu on the bottom left

  2. Click on the Teams button in the navigation

  3. Click on the Actions dropdown and select Edit Team Member

  4. In the form there will be a dropdown with Access Level where you select the desired level (ie. Business Owner, Manager or Employee).

  5. Click Save Changes

Access Levels

Business Owner

The owner of the account with access.

Manager

Has full access to all features with no restrictions.

Employee

Can create bookings, customers, prospects and edit all of their information. Employees have no access to Account Settings or Custom Settings.

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