[{"data":1,"prerenderedAt":245},["ShallowReactive",2],{"help-article-\u002Fhelp\u002Fen\u002Fgetting-started\u002Fteam-and-roles":3,"help-siblings-en-getting-started":226},{"id":4,"title":5,"body":6,"category":214,"description":215,"draft":216,"extension":217,"meta":218,"navigation":220,"order":221,"path":222,"seo":223,"stem":224,"__hash__":225},"help_en\u002Fhelp\u002Fen\u002Fgetting-started\u002Fteam-and-roles.md","Employees, roles and invitations: get your team into Tervita",{"type":7,"value":8,"toc":205},"minimark",[9,13,17,22,84,95,99,113,117,135,149,153,167,178,182],[10,11,5],"h1",{"id":12},"employees-roles-and-invitations-get-your-team-into-tervita",[14,15,16],"p",{},"Every person who works in your clinic gets a login and a role that controls what they can see and do. Here's how to invite someone, what happens on their side, and how roles work.",[18,19,21],"h2",{"id":20},"invite-a-new-team-member","Invite a new team member",[23,24,25,42,59,78],"ol",{},[26,27,28,29,33,34,37,38,41],"li",{},"In the sidebar, under ",[30,31,32],"strong",{},"Team",", open ",[30,35,36],{},"Employee",", then click ",[30,39,40],{},"Add Employee",".",[26,43,44,45,48,49,48,52,55,56,41],{},"Fill in ",[30,46,47],{},"First Name",", ",[30,50,51],{},"Last Name",[30,53,54],{},"Email",", and optionally ",[30,57,58],{},"Phone (Optional)",[26,60,61,62,65,66,69,70,73,74,77],{},"Pick a ",[30,63,64],{},"System Role"," - a preset role, one of your ",[30,67,68],{},"Custom Roles",", or ",[30,71,72],{},"-- No System Role --"," for staff who just need to be bookable, with no dashboard access. ",[30,75,76],{},"+ Create New Custom Role"," builds one on the spot.",[26,79,80,81,83],{},"Click ",[30,82,40],{}," to send the invite.",[14,85,86,87,90,91,94],{},"They appear in your list right away as ",[30,88,89],{},"Pending",". No email arrived? Open their row and click ",[30,92,93],{},"Resend invite"," - the only action available while pending. An email already tied to a Tervita account can't be invited again; use a different address.",[18,96,98],{"id":97},"what-the-invitee-sees","What the invitee sees",[14,100,101,102,105,106,108,109,112],{},"The invite links to a page where they set a password (",[30,103,104],{},"Save & continue",") and land straight in the dashboard with whatever their role allows. Their status switches from ",[30,107,89],{}," to ",[30,110,111],{},"Active"," once this is done.",[18,114,116],{"id":115},"choosing-a-role","Choosing a role",[14,118,119,120,123,124,127,128,130,131,134],{},"Four preset roles ship with Tervita: ",[30,121,122],{},"Owner"," (full access, including salaries and billing), ",[30,125,126],{},"Office manager"," (everything except salaries and billing, plus managing employees and roles), ",[30,129,36],{}," (schedule and point-of-sale access), and ",[30,132,133],{},"Accountant"," (invoices, point-of-sale, and financial reports). Their names follow your interface language.",[14,136,137,138,141,142,145,146,148],{},"Need something else? Build a custom role while inviting or editing someone, or from ",[30,139,140],{},"Roles"," under ",[30,143,144],{},"Settings",", by ticking the permissions it needs. Only an existing ",[30,147,122],{}," can grant or remove owner-level access.",[18,150,152],{"id":151},"change-a-role-or-remove-someone","Change a role or remove someone",[14,154,155,156,158,159,162,163,166],{},"Open an employee's row, change their ",[30,157,64],{}," in ",[30,160,161],{},"Edit Employee",", and click ",[30,164,165],{},"Save Changes",". Email can't be edited afterwards.",[14,168,169,170,173,174,177],{},"To remove someone, use the delete action and confirm ",[30,171,172],{},"Yes, delete employee"," - this ends their access for good, can't be undone from the dashboard, and doesn't touch their login elsewhere. Lost a two-factor device instead? Use ",[30,175,176],{},"Reset 2FA"," on their profile rather than removing them.",[18,179,181],{"id":180},"good-to-know","Good to know",[183,184,185,188,191,194,197],"ul",{},[26,186,187],{},"A person can be invited with no role at all - useful for staff who provide services but never open the dashboard.",[26,189,190],{},"Preset role names follow your interface language; custom roles keep the exact name you gave them.",[26,192,193],{},"Removing an employee ends their access; there's no separate suspend option today.",[26,195,196],{},"Resending an invite emails the same address again with the same role.",[26,198,199,200,41],{},"Each employee's own schedule and time off live on their profile - see ",[201,202,204],"a",{"href":203},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fworking-hours\u002F","Set your working hours",{"title":206,"searchDepth":207,"depth":207,"links":208},"",2,[209,210,211,212,213],{"id":20,"depth":207,"text":21},{"id":97,"depth":207,"text":98},{"id":115,"depth":207,"text":116},{"id":151,"depth":207,"text":152},{"id":180,"depth":207,"text":181},"getting-started","Invite colleagues by email, assign the right role, and manage who has access to your dashboard.",false,"md",{"key":219},"getting-started\u002Fteam-and-roles",true,4,"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fteam-and-roles",{"title":5,"description":215},"help\u002Fen\u002Fgetting-started\u002Fteam-and-roles","q8LNvSz8ywsYNxndCk9VbS8WsB1sbq7VBUUn13KJBi0",[227,230,232,235,236,239,242],{"path":228,"title":229},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fwelcome","Getting started with Tervita",{"path":231,"title":204},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fworking-hours",{"path":233,"title":234},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fservices-and-catalog","Services and the catalog: add and organize the services clients can book",{"path":222,"title":5},{"path":237,"title":238},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Ffirst-appointment","Your first appointment: the calendar and creating appointments by hand",{"path":240,"title":241},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fpackages","Packages: sell prepaid bundles of sessions",{"path":243,"title":244},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Flocations","Locations: run several branches from one account",1791987022826]