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Employee roles and permissions
Employee roles and permissions

Limit what your employees can access and do in Zenbooker

Updated over a week ago

Zenbooker lets you assign each employee to a role, and then you can optionally configure more granular account permissions within each employee's profile.

Roles Overview

Zenbooker lets you assign one of three user roles to your employees. You can edit an employee's role at any time after adding them.

  • Workers are limited to only viewing jobs assigned or offered to them. They can't view unassigned work or create new jobs. For employees with this role, you can customize which job details they should be able to see and edit as part of their role.

  • Schedulers can access all jobs and customers within your account. They can create, edit, cancel, reschedule, un-assign, and assign jobs. For employees with this role, you can allow or restrict their ability to process payments for jobs or mark them as paid.  

  • Managers can access and modify all areas of your account except for your Zenbooker subscription and billing information.


Changing an employee's role and permissions

  1. Navigate to your Team page from the Zenbooker dashboard

  2. Click on the employee whose role/permissions you want to change

  3. Under Details, click Edit

  4. Select either Worker, Scheduler, or Manager as the employee's new role. Then turn on/off any additional permissions available under the selected role.

  5. Click Save

NOTE: To edit an employee's role and permissions, you must be the Account Owner or a user with the role of Manager

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