Users and Roles

GoSchedule support multi user based appointment scheduling software which scales for all types of organization from SMB to Enterprise level. We’ve added simplified approach of user and roles permission such as Admin and Staff roles.

Table of contents

  1. Add Users
  2. Edit Existing Users
  3. Remove User from Organization
  4. Predefined Roles and Access
    1. Admin Role
    2. Staff Role

Add Users

To add users to the organization,

  1. Go to the Users module in the left navigation bar.
  2. Click on “Add User” button on top-right corner.
  3. Enter the basic informations such as Full name, Email address.
  4. Now, you can choose the level of access provided to the particular user such as Admin or Staff.
  5. Hit Save. Now the corresponding user receives invite via e-mail to join the organization.

Edit Existing Users

Occasionally, We’ll have to change the roles or update email, name of the users in the organization.

  1. Go to the Users module in the left navigation bar.
  2. Select the particular user to edit by clicking Gear Icon.
  3. Edit the basic information such as Full name, Email address.
  4. Now, you can choose the level of access provided to the particular user such as Admin or Staff.
  5. Hit Save. Now the corresponding user information is updated.

Remove User from Organization

Occasionally, We’ll have to remove the users from the organization.

  1. Go to the Users module in the left navigation bar.
  2. Select the particular user to edit by clicking Gear Icon.
  3. In the dropdown, Click Remove.
  4. Once done, the corresponding user access is removed from the organization.

Predefined Roles and Access

GoSchedule has two predefined roles namely Admin, Staff to access the organization records.

For more flexibility, we're currently working on Custom Roles which will be available soon by mid of 2020. If you have any feedback on customizing the roles, feel free to reach our support.

Admin Role

Admin Role has the highest privilege’s in the organization. Admin user can add, edit, remove and view all appointments and related data within the organization.


Staff Role

Staff Role has limited access to the organization such as viewing the assigned appointment schedules and creating appointments behalf of customers. Settings, store, users, customers module are disabled by default for staff privilege roles.