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  4. Give access rights to calendars and bookings to your collaborators

Give access rights to calendars and bookings to your collaborators

Booking Activities comes with a privilege management system that allow you to choose who can manage your calendars, your activities and your bookings.

To allow one of your collaborator to manage a calendar:

  • Go to calendar editor (Booking Activities / calendars)
  • Select the desired calendar in calendar picker
  • Click on the edit button below
  • Go to Permission tab in the dialog

Here you can grant users the right to manage this calendar.

  • Select the user in the list and click on the Add manager button next to it
    • Tip: If the desired user doesn’t appear on the list, it means that he doesn’t have sufficient capabilities. You must first grant him the bookacti_edit_templates (for editing calendars rights) or bookacti_read_templates capability (to give rights to read bookings on that calendar). To do so, please follow the instructions at the bottom of the page.
    • Tip: POS managers from Points of Sale add-on already have those capabilities. Operators from Order for Customers add-on have ba_read_templates capability.
  • Make sure the user name now appears in the select box below
    • Tip: To undo this action, select the user name in that box and click on the Remove selected button on the right
  • Click on the dialog OK button

 

Now your collaborator can manage this calendar, see the activity list and create event from them but he won’t be able to change activities settings. To give him a full control over activities, you must give him access rights on activities too:

  • Click on the setting wheel near the desired activity
  • Go to Permission tab in the dialog
  • Select the user in the list and click on the Add manager button next to it
    • Tip: Same as before, if the desired user doesn’t appear on the list, it means that he does’nt have sufficient capabilities. You must first grant him the bookacti_edit_activities capability. To know how to grant him this capability follow the few steps at the bottom of the page.
    • Tip: POS managers from Points of Sale add-on already have this capability. 
  • Make sure the user name now appears in the select box below
    • Tip: To remove rights to a user select his name and click on the Remove selected button
  • Click on the dialog OK button

Your collaborator can now access the settings wheel of the activity and freely change its settings.

 

It is possible that desired users don’t appear in the list. It is because they do not have permission to be calendar / activity managers. To grant them this permission, follow these steps :

  1. Install the plugin named ‘User Role Editor’ and activate it on your website
  2. In your admin panel menu, go to User / All Users
  3. Mouse hover the desired user and click on ‘Capabilities’
  4. Check the desired capabilities among these ones and click on ‘Update’:
    Capabilities Description
    bookacti_manage_booking_activities ‘Booking Activities’ tab appears in the admin panel menu.
    bookacti_manage_templates ‘Calendar editor’ tab appears under ‘Booking Activities’ in the admin panel menu.
    bookacti_manage_templates ‘Booking forms’ tab appears under ‘Booking Activities’ in the admin panel menu.
    bookacti_manage_bookings ‘Bookings’ tab appears under ‘Booking Activities’ in the admin panel menu.
    bookacti_manage_booking_activities_settings ‘Settings’ tab appears under ‘Booking Activities’ in the admin panel menu.
    bookacti_read_templates Consult calendars in ‘Calendar Editor’ and in ‘Bookings’ tabs
    bookacti_edit_templates Edit calendars in ‘Calendar Editor’
    bookacti_delete_templates Delete calendars in ‘Calendar Editor’
    bookacti_create_activities Create activities in ‘Calendar Editor’
    bookacti_edit_activities Edit existing activities in ‘Calendar Editor’
    bookacti_delete_activities Delete activities in ‘Calendar Editor’
    bookacti_create_bookings Book for other users (thanks to Order for Customers add-on only)
    bookacti_edit_bookings Change other users’ bookings states or schedule in ‘Bookings’ tab
    bookacti_create_forms Create a form in “Booking forms”
    bookacti_edit_forms Edit a form in “Booking forms”
    bookacti_delete_forms Delete a form in “Booking forms”
  5. Go to Booking Activities Calendar Editor
  6. Select the calendar you want to share
  7. Click on the edit calendar / activity icon, a dialog appear
  8. Go to ‘Permissions’ tab
  9. Select the desired user and click on ‘Add manager’, his name should appear in the selectbox below
  10. Validate the dialog
  11. Log in as this user and go to the admin panel, now you can do what you have been granted to do.
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