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User Management

Setting up users in Booking Space

Heidi Schwick avatar
Written by Heidi Schwick
Updated over 10 months ago

Q. How do I add a single user to Booking Space?

A. If you are adding a single user to Booking Space, go to the User management area, in Organisation settings. Find the Add user button on the right hand side and click it. You will be taken to the Invite a user screen. Complete the users’ Name, Email address and Role and then click Create user. The user will be sent an invite to the email address entered. The user needs to click the Accept invite button and they will be taken to Booking Space. Here, they will be asked to create a password.

Q. How do I add multiple users via email to Booking Space?

A. If you are adding a single user to Booking Space, go to the User management area. Find the Add user button on the right hand side and click it. You will be take to the Invite a user screen. Here you will find a button labelled Invite multiple users. By clicking on the button you will navigate to a screen where you can add multiple users with their email address. Simply add an email address per line and click Create users. When the user accepts the invite, they will be taken to a screen where they will add their name and set their password. All users added this way will be granted the User role.

Q. Which Role should I assign someone?

A. See below a summary of the roles and functionality.

Owner

If you have set up a free trial of Booking Space you will have Owner role granted to you. This gives you full access to all features. You will be able to add resources and users to the tool and any communications from Booking Space will be directed to you. You have access to billing and invoices and you can set up reoccurring bookings as well as being to be able to book on behalf of someone.

Admin

An administrator needs to be set up by an Owner and for the most part has the same permissions.

User

When adding users in bulk, users will be granted the User role. This role does not allow the individual access to organisation settings, so the user can not add resources or users.

Q. How do I edit the role of an account?

A. The role of an account has to be edited by another person, although the role of an Owner can not be changed. To access the functionality, navigate to the User management page from Organisation settings. Find the user you wish to change the role of and click on the arrow next to their name. This arrow will take you to the account information page. If you click on the Change role button on the top right hand corner

Q. How do I Delete a user from Booking Space?

A. We don’t have the functionality to delete users from Booking Space but we have the ability to Suspend them. This means that their access is revoked and they can no longer sign into the tool. Admins and Owners can Suspend someone by finding them on the User management page and clicking the arrow next to their name. Here, you see a Suspend button in the top, right hand corner. Click the button, confirm the deletion and the account will be suspended. Any upcoming bookings made by this account will be deleted.

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