How to create accounts for your team

Learn how to have your account managed by more than one staff member by creating team accounts in Booqable.

Catrin Donnelly avatar
Written by Catrin Donnelly
Updated over a week ago

Creating team accounts means you can grant access to your rental business's Booqable account for your team members, while also remaining in control of which team members receive permissions to important actions within in your account.

The following article will guide you through everything you need to know for running successful team accounts in Booqable.

How it works

You can restrict team members' access to certain parts of your Booqable, which will help make sure that they can’t see your company’s sensitive information, or perform other actions not permitted for them.

💡Example: if you create an account for someone dedicated to looking after your financials and accounting, they wouldn't need to be granted permissions to manage your products and stock levels.

Team members are either granted permission to, or restricted to:

  • View reports

  • Manage products and stock

  • Manage settings

  • Manage security settings

  • Manage account & billing

  • Generate exports

  • Override selectable rental period restrictions

  • Cancel orders

  • Revert order status

  • Delete invoices

  • Make invoice revisions

Follow the steps below to learn how to create, manage, and restrict the permissions of your team accounts.

1. Add an account for a team member

  1. Click Settings, and then click Account and billing.

  2. Under Team, click Invite new team member.

  3. Fill in your co-worker’s first name, last name, and email address.

  4. Set the permissions for the account. Each action from the list that you check the tick-box for grant that specific team account permission to it.

  5. Click Send invitation.

  6. An email invitation to create an account will then be sent to the new team member. To gain access to your Booqable, they have to click the link in the invitation email and create a new password for their account.

💡Note: Permissions can only be set on pro and premium plans and the permissions of the account owner (the account that was used to register for Booqable) cannot be changed.

2. Deactivate a team account

💡Note: Deactivated users don't count towards the total number of seats allowed in your plan. It is not currently possible to delete a team account.

You can revoke a team member's access to your Booqable account if required, and you will have the option to reactivate their account at any time.

  1. Click Settings, and then click Account and billing.

  2. Under Team, find the account for which you wish to revoke access.

  3. Click Deactivate user account.

💡Note: The maximum number of seats for your team members depends on your current pricing plan.

If you would like to add more user accounts than what is available in your plan, you can do so by going into Settings > Account and Billing > Team > Invite team member.

You're all set!

You have now successfully learnt how to create accounts and set permissions for your team members in Booqable.

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