Managing team members in Dojo Bookings

COMING SOON!
Dojo Bookings now allows you to set up multiple roles within your account, giving you the flexibility to assign different access permissions to different team members. This article will help you to understand how to create roles and manage your team members' access. 

In this article: 

Which role types are available?

Each Dojo Bookings user can have a role type assigned to them with different permissions, these include:

Admin: Unrestricted access to all features and can edit any team member. They can invite, promote, demote and delete any team member and has full access to all features in the RMS.

Manager: Unrestricted access to all features with restricted ability to manage team members. The can invite, promote and delete other Managers or Staff but cannot edit or delete a team member assigned as an Admin role. They also have full access to all features in the RMS.

Staff: Access to just front-of-house features, view-only access to settings and unable to manage other team members. They can access all front-of-house views, do not have access to reporting and cannot export from the Guest book. They have restricted view-only access to all settings.

Viewing your team members

A list of all team members associated with your account will be visible on the Team members tab where you can see their name, email address, role assigned and their joining date.

• Go to Settings > Account.
• Click on the Team members tab.

You can use the search bar to search for specific users or the role dropdown to filter by role type.

Adding new team members

Only Admin users can invite any role types. Managers can invite other Manager or Staff roles. Staff users are unable to invite other team members.

• Go to Settings > Account.
• Click on the Team members tab.
• Click Add Member.
• Enter the email address/es that you want to invite to your account. You can invite up to 10 team members at one time. Click the Enter key on your keyboard to add these in and start typing the next one. Only valid email addresses will be accepted and you cannot add the same email more than once.
• Choose the Locations that are relevant for that team member using the tick box. You can invite team members to all, some or just one location they have access to.
• Use the dropdown to select the relevant role: Admin, Manager or Staff - Click learn more to see a quick summary of role and permissions for each role type. To set up a user with an account with multiple locations, you can invite a new member to have the same role for all locations using the tick box and drop down. Or you can choose different roles for each location using the individual location tick boxes below. Click here to see a full breakdown of all team member roles and feature permissions
• Click Add member.

Your team member added will receive an invite to the email address provided for them to start setting up their account and password.

Editing an existing team member’s role

To edit an existing team member’s role type:

• Go to Settings > Account.
• Click on the Team members tab.
• Click on the three dot icon and select Edit role.
• Choose the new role you would like this team member to have access to.
• Click Save.

Once you click Save, the user will receive an invite email to for them to accept.
Once clicked, these updates will then be applied to their existing account.

Deleting team members

To delete a team member from your account:

• Go to Settings > Account.
• Click on the Team members tab.
• Click on the three dot icon and select Remove team member.
• Click Remove.

Roles and permissions breakdown

Here’s a breakdown of what actions each role will have access to:

Viewing and editing my details

To view and edit your account details:

Go to Settings > Account > My Details.

Here you can:

Update your account name: Your account name defaults to your email address. You can update it by entering a new name and clicking Save. The changes will be instantly reflected on your restaurant user profile, located at the bottom left of the left-side menu.

View the role assigned to you: If you are an Admin or Manager, you can edit your role or manage other team members' roles on the Team Members page. Learn more here.

View the email address associated with your account. This cannot be amended.

See the locations associated with your account: If you have access to multiple locations, you will see a list of these locations along with the roles you have in each.

FAQs