Pro plan. On the Free and Solo plans you see a preview of this in the plugin, with Start free Pro trial and See plans. Compare the plans.
When you need it
- An office manager should look after the diaries of the people in their office.
- Someone, such as a bookkeeper, should see everything but change nothing.
Before you start
- Roles and teams are part of CaliDiary Pro. On Free and Solo you see the roles explained, with the upgrade links, and everyone acts as a Team member.
Step by step
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Open CaliDiary → Team and locations, then Team → Roles. The Team roles card explains the four roles:
- Admin: sees and does everything in CaliDiary, settings included, in the WordPress dashboard;
- Team manager: sees and changes bookings, working hours and time off for the people in their team, on the team sign-in page;
- Team member: sees only their own bookings and does only their own actions, on the team sign-in page;
- Viewer: sees everything in CaliDiary in the WordPress dashboard, and can change nothing.
[Screenshot to come] It will show: The Team roles card with the four roles explained (Admin, Team manager, Team member, Viewer), the Teams section with “Tax advisers” Managed by Priya Shah · 2 members, and Each person’s role with the role and team selects.The Roles tab with the four roles, one team and each person’s role (Team and locations → Team → Roles) -
To make a team, press Add team. Enter the Team name, such as “Tax advisers” or “Glasgow office”.
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Choose the Team manager: the person who manages the team from the team sign-in page. Then press Add team.
[Screenshot to come] It will show: The Add team window: Team name “Glasgow office”, Team manager “Alex Morgan” chosen, and the Add team button.The Add team window with a team name and its manager (Team and locations → Team → Roles → Add team) -
Under Each person’s role, choose a role in Role for … for each person. It saves straight away.
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Then choose their team in Team for … (for a team manager, Team … manages). You see, for example, “Sam Reid is now a Team member in “Tax advisers”.”
Deleting a team
Press Delete on the team. If it has members, choose where they go in Move them to (another team or No team) and press Move them and delete. Nobody’s bookings change.
Tips
- Each person is in one team at most, and a team has one manager.
- Admins and Viewers work on the WordPress screens and can’t manage a team.
- Team managers and members sign in on the team sign-in page: see Invite a team member to sign in.
- If your plan changes from Pro, roles and teams you chose are kept for when you come back.