Users create and delete their accounts and are solely responsible for managing their personal information, privacy settings, and payment methods. Meanwhile, administrators manage users' subscriptions, notes, and attachments in their profiles.
Types of user account information
Category | Editable by |
Personal information
| Only user |
Privacy settings
| Only user |
Payment methods |
|
Billing details |
|
Subscription | Only administrator |
Notes | Only administrator |
Attachments | Only administrator |
Create account
A user account is created when they log in to the member web portal or mobile app for the first time.
During a quick onboarding, users enter their personal information.
If the user was invited by an administrator, the personal information fields are prefilled with the data the administrator entered during the invitation, but the user can edit it.
How users manage their account
To make changes to their account, users do the following:
Click on their profile picture in the bottom left corner to open the Account page.
To update their personal information, go to Profile.
To update their email or privacy settings, go to Privacy and security.
By default, the user's name and booking title are visible to "Company members," and email and phone number only to "Administrators." Users can change their privacy settings, and their personal information will become visible to others. Only users are responsible for this, as administrators can't change users' privacy settings.
4. To manage their payment methods, users go to Membership > Billing > "Payment methods" section.
5. To manage their billing details, users go to Membership > Billing > "Billing details".
How administrators manage user accounts
Since users are solely responsible for their personal information, administrators cannot change it, but can open the user's profile from the Customers or any other page, and:
Quickly check or copy user's personal information.
Add internal details about the customer in the "Notes" field. For example, specify the member's unique needs for the office.
Notes are only visible to administrators. Users can't see them.
4. Attach files, such as contracts or ID scans, in the "Attachments" section.
5. Go to the Billing page and manage the user's billing details.
If you invited the member with the wrong email, tap (...) menu top right in their profile > Remove and send a new invitation to the correct email.
Delete account
If a user decides to leave the member web portal or mobile app, they can delete their account by navigating to Account > Privacy and security > tapping Delete.
Only users themselves can completely delete their accounts. Administrators can only delete users from "Members" or "Nonmembers" on the Customers page.