Bookings - Manage permissions Tutorial

In this video, you will learn how to manage access and permissions in Microsoft 365. The video covers the process of viewing who has access to your document and how it is shared with your colleagues.
By clicking on the ellipsis button and selecting "Manage Access," you can access a panel that displays a list of all the shares made for the document.
This includes different sharing links that you can copy to share again.
Additionally, you can modify the sharing information, set expiration dates, or delete links.
The video also demonstrates how to change access rights for both links and your employees.
This tutorial will help you effectively manage permissions in Microsoft 365, ensuring secure and efficient collaboration.

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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on modifying permissions for calendar management in an e-learning platform, focusing on both customer and staff perspectives. It outlines the steps to adjust booking settings and staff permissions effectively.

Chapitres :

Introduction
In this guide, we will explore how to modify permissions for calendar management after creating a calendar and adding services and staff members. Understanding these settings is crucial for managing bookings effectively, whether from a customer or staff perspective.
Modifying Customer Permissions
To manage customer permissions for booking, follow these steps: 1. **Access Settings**: Navigate to the 'Settings' section of your platform. 2. **Booking Page**: Click on the 'Booking Page' option. 3. **Privacy Settings**: Here, you can adjust the privacy settings for bookings: - **Private**: Only you can make reservations. - **Available to People in Your Organization**: Only members defined by your network administrator can make reservations. - **Available to All**: Everyone can make reservations.
Self-Booking Options for Guests
You can allow or restrict self-booking for guests. This setting is crucial for controlling who can make reservations directly. Adjust this option in the same 'Booking Page' settings mentioned above.
Modifying Staff Permissions
To change calendar management permissions for staff members, follow these steps: 1. **Access Settings**: Go back to the 'Settings' section. 2. **Staff Tab**: Click on the 'Staff' tab. 3. **Change Permissions**: A popup window will appear, allowing you to modify the permissions of the selected staff member. Permissions can range from an administrator role to a single guest, depending on the level of access you wish to grant.
Conclusion
In summary, modifying permissions for both customers and staff is essential for effective calendar management. By following the outlined steps, you can ensure that the right individuals have the appropriate access to make reservations, enhancing the overall efficiency of your booking system.

FAQ :

How can I modify permissions for staff members?

To modify permissions for staff members, go to the Settings and select the Staff tab. From there, you can open a popup window to change the permissions for each staff member.

What is self booking and how can I enable it?

Self booking allows guests to make their own reservations. You can enable or disable this feature in the Booking page settings.

What are the different privacy settings available?

The privacy settings include: Private (only you can make reservations), Available to people in your organization (only members defined by your network administrator can make reservations), and Available to all (everyone can make reservations).

Can I change permissions at any time?

Yes, you can change permissions for staff members at any time through the Staff tab in the settings.

What does the administrator role entail?

The administrator role allows a user to manage all aspects of the system, including permissions, settings, and user management.

Quelques cas d'usages :

Managing Staff Permissions in a Corporate Environment

In a corporate setting, an administrator can use the calendar management system to assign different permissions to staff members based on their roles. For example, a manager may have full access to modify schedules, while a junior staff member may only have permission to view their own calendar.

Implementing Self Booking for Event Reservations

A company hosting events can enable self booking for guests, allowing them to reserve spots without staff intervention. This can streamline the reservation process and reduce administrative workload.

Adjusting Privacy Settings for Internal Meetings

An organization can set privacy settings to 'Available to people in your organization' for internal meetings, ensuring that only employees can make reservations, thus maintaining confidentiality.

Using Popup Windows for Quick Permission Changes

When a staff member's role changes, an administrator can quickly adjust their permissions using the popup window feature in the Staff tab, ensuring that the staff member has the appropriate access level immediately.

Glossaire :

Calendar Management

The process of organizing and overseeing appointments, events, and schedules within a calendar system.

Permissions

Settings that determine what actions users can perform within a system, such as making reservations or managing calendars.

Self Booking

A feature that allows guests to make their own reservations without needing assistance from staff.

Privacy Settings

Options that control who can view or access certain information or features within a system.

Network Administrator

A person responsible for managing and maintaining a computer network, including user permissions and access.

Staff Tab

A section within the settings of a system where administrators can manage staff members and their permissions.

Popup Window

A small window that appears on top of the main interface, allowing users to perform specific actions or view additional information.

Administrator Role

A user role that has full access to manage settings, permissions, and other critical functions within a system.

Guest

A user who does not have full access to the system and typically has limited permissions, such as making reservations.

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After creating a calendar,

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adding services and staff members,

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you can modify permissions, either from

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a customer or staff point of view.

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For guests, you can allow self-booking

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or not. For this you go to

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"Settings" and then "Booking page".

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If you change the privacy to "Private", only

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you can make reservations.

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"Available to people in your organization":

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Only members defined by your network

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administrator can make reservations.

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Finally, "Available to all":

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Everyone could make reservations.

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For staff members, you can change their

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calendar management permissions at any time.

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For this in the settings

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you go to the "Staff" tab.

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By clicking here you open a popup

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window that allows you to change the

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permissions of that staff member.

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This can range from an administrator

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role to a single guest.

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بعد إنشاء تقويم،

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إضافة الخدمات والموظفين،

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يمكنك تعديل الأذونات، إما من

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وجهة نظر العميل أو الموظفين.

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للضيوف، يمكنك السماح بالحجز الذاتي

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أم لا. لهذا تذهب إلى

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"إعدادات" ثم "صفحة الحجز".

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إذا قمت بتغيير الخصوصية إلى "خاص"، فقط

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يمكنك إجراء الحجوزات.

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"متاحة للأشخاص في مؤسستك":

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الأعضاء المعرفين من قبل الشبكة فقط

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يمكن للمسؤول إجراء الحجوزات.

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وأخيرا ، "متاح للجميع":

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يمكن للجميع إجراء الحجوزات.

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للموظفين، يمكنك تغيير

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أذونات إدارة التقويم في أي وقت.

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لهذا في الإعدادات

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تذهب إلى علامة التبويب "الموظفين".

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بالنقر هنا تفتح منبثقة

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النافذة التي تسمح لك بتغيير

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إذن من ذلك الموظف.

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يمكن أن يتراوح هذا من مسؤول

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دور لضيف واحد.

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Takvim oluşturduktan sonra,

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hizmet ve personel ekleme,

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izinleri şundan değiştirebilirsiniz:

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müşteri veya personel bakış açısı.

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Konuklar için kendi kendine rezervasyona izin verebilirsiniz.

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ya da olmaz. Bunun için.

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"Ayarlar" ve ardından "Rezervasyon sayfası".

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Gizliliği "Özel" olarak değiştirirseniz, yalnızca

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rezervasyon yapabilirsiniz.

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"Kuruluşunuzdaki kişiler tarafından kullanılabilir":

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Yalnızca ağınız tarafından tanımlanan üyeler

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yönetici rezervasyon yapabilir.

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Son olarak, "Herkes tarafından kullanılabilir":

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Herkes rezervasyon yapabilir.

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Personel üyeleri için,

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takvim yönetimi izinleri herhangi bir zamanda.

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Bunun için ayarlarda

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"Personel" sekmesine gidin.

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Buraya tıklayarak bir açılır pencere açarsınız

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penceresini değiştirmenize olanak tanıyan pencere

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bu personelin izinleri.

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Bu, bir yöneticiden

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tek bir konuk için rol.

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Nachdem Sie einen Kalender erstellt haben,

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Hinzufügen von Diensten und Mitarbeitern,

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Sie können Berechtigungen ändern, entweder von

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aus Kunden- oder Mitarbeitersicht.

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Für Gäste können Sie Selbstbuchungen zulassen

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oder nicht. Dazu gehen Sie zu

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"Einstellungen" und dann "Buchungsseite".

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Wenn Sie die Privatsphäre in "Privat" ändern, nur

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Sie können reservierungen vornehmen.

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"Verfügbar für Personen in Ihrer Organisation":

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Nur Mitglieder, die von Ihrem Netzwerk definiert sind

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Der Administrator kann Reservierungen vornehmen.

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Abschließend noch "Für alle verfügbar":

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Jeder konnte reservieren.

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Für Mitarbeiter können Sie ihre

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Kalenderverwaltungsberechtigungen jederzeit.

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Dazu in den Einstellungen

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Sie gehen auf die Registerkarte "Personal".

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Wenn Sie hier klicken, öffnen Sie ein Popup

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, in dem Sie die

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Berechtigungen dieses Mitarbeiters.

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Dies kann von einem Administrator reichen

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Rolle für einen einzelnen Gast.

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Después de crear un calendario,

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agregar servicios y miembros del personal,

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Puede modificar los permisos, ya sea desde

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un punto de vista del cliente o del personal.

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Para los huéspedes, puede permitir la auto-reserva

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o no. Para ello vas a

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"Configuración" y luego "Página de reserva".

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Si cambia la privacidad a "Privado", solo

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puedes hacer reservas.

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"Disponible para las personas de su organización":

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Solo miembros definidos por su red

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el administrador puede hacer reservas.

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Por último, "Disponible para todos":

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Todo el mundo podía hacer reservas.

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Para los miembros del personal, puede cambiar su

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permisos de administración de calendario en cualquier momento.

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Para esto en la configuración

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vas a la pestaña "Personal".

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Al hacer clic aquí se abre una ventana emergente

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ventana que le permite cambiar el

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permisos de ese miembro del personal.

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Esto puede variar desde un administrador

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a un solo invitado.

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Setelah membuat kalender,

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menambahkan layanan dan anggota staf,

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Anda dapat mengubah izin, baik dari

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sudut pandang pelanggan atau staf.

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Untuk tamu, Anda dapat mengizinkan pemesanan mandiri

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atau tidak. Untuk ini Anda pergi ke

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"Pengaturan" lalu "Halaman pemesanan".

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Jika Anda mengubah privasi menjadi "Pribadi", hanya

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Anda bisa melakukan reservasi.

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"Tersedia untuk orang-orang di organisasi Anda":

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Hanya anggota yang ditentukan oleh jaringan Anda

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Administrator dapat melakukan reservasi.

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Akhirnya, "Tersedia untuk semua":

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Semua orang bisa membuat reservasi.

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Untuk anggota staf, Anda dapat mengubah

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izin manajemen kalender kapan saja.

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Untuk ini dalam pengaturan

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Anda pergi ke tab "Staf".

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Dengan mengklik di sini Anda membuka popup

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jendela yang memungkinkan Anda untuk mengubah

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izin dari anggota staf tersebut.

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Ini dapat berkisar dari administrator

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peran untuk satu tamu.

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Dopo aver creato un calendario,

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aggiunta di servizi e membri del personale,

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è possibile modificare le autorizzazioni, sia da

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un punto di vista del cliente o del personale.

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Per gli ospiti, è possibile consentire la prenotazione autonoma

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o no. Per questo vai a

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"Impostazioni" e poi "Pagina di prenotazione".

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Se si modifica la privacy in "Privato", solo

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è possibile effettuare prenotazioni.

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"Disponibile per le persone dell'organizzazione":

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Solo i membri definiti dalla rete

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l'amministratore può effettuare prenotazioni.

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Infine, "Disponibile per tutti":

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Tutti potevano effettuare prenotazioni.

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Per i membri dello staff, è possibile modificare il loro

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autorizzazioni di gestione del calendario in qualsiasi momento.

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Per questo nelle impostazioni

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vai alla scheda "Staff".

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Cliccando qui si apre un popup

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che consente di modificare la finestra di dialogo

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autorizzazioni di quel membro dello staff.

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Questo può variare da un amministratore

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ruolo a un singolo ospite.

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カレンダーを作成した後、

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サービスおよびスタッフメンバーの追加、

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アクセス許可は、次のいずれかから変更できます。

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顧客またはスタッフの視点。

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ゲストの場合、セルフ予約を許可することができます。

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かどうか。このために行く

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「設定」と「予約ページ」。

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プライバシーを「プライベート」に変更した場合は、プライバシーのみの

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ご予約いただけます。

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"組織内のユーザーが利用できる"

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ネットワークによって定義されたメンバーのみ

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管理者は予約を行うことができます。

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最後に、「すべての人が利用できる」:

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誰もが予約を行うことができました。

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スタッフの場合は、スタッフの

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カレンダー管理のアクセス許可はいつでも。

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設定でこれのために

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「スタッフ」タブに移動します。

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ここをクリックするとポップアップを開きます

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を変更できるウィンドウ

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スタッフメンバーの権限。

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これは管理者から可能です。

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1 人のゲストに対する役割。

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Na het maken van een agenda,

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het toevoegen van diensten en personeelsleden,

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u kunt machtigingen wijzigen, hetzij van

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een klant of personeel standpunt.

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Voor gasten kunt u zelf reserveren toestaan

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of niet. Hiervoor ga je naar

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"Instellingen" en vervolgens "Boekingspagina".

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Als u de privacy wijzigt in "Privé", alleen

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u kunt reserveren.

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"Beschikbaar voor mensen in uw organisatie":

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Alleen leden die door uw netwerk zijn gedefinieerd

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beheerder kan reserveren.

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Tot slot, "Beschikbaar voor iedereen":

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Iedereen kon reserveren.

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Voor medewerkers kunt u hun

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machtigingen voor agendabeheer op elk gewenst moment.

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Hiervoor in de instellingen

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je gaat naar het tabblad "Personeel".

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Door hier te klikken opent u een pop-up

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venster waarin u de

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machtigingen van dat personeelslid.

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Dit kan variëren van een beheerder

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rol voor een enkele gast.

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Depois de criar um calendário,

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adição de serviços e pessoal,

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pode modificar permissões, quer a partir de

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um ponto de vista de cliente ou pessoal.

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Para os hóspedes, você pode permitir autorreserva

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ou não. Para isso vai para

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"Definições" e, em seguida, "Página de reserva".

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Se mudar a privacidade para "Privado", apenas

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pode fazer reservas.

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"Disponível para pessoas da sua organização":

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Apenas membros definidos pela sua rede

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administrador pode fazer reservas.

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Finalmente, "Disponível para todos":

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Todos podem fazer reservas.

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Para os funcionários, pode mudar a sua

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permissões de gestão de calendário a qualquer momento.

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Para isso nas configurações

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vais à conta "Staff".

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Ao clicar aqui, abre-se um pop-up

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janela que lhe permite mudar o

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permissões do membro do pessoal.

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Isto pode variar de um administrador

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papel para um único convidado.

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Sau khi tạo lịch,

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bổ sung dịch vụ và nhân viên,

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bạn có thể sửa đổi các quyền, hoặc từ

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quan điểm của khách hàng hoặc nhân viên.

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Đối với khách, bạn có thể cho phép tự đặt phòng

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hay không. Đối với điều này bạn đi đến

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"Cài đặt" và sau đó là "Trang đặt phòng".

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Nếu bạn thay đổi quyền riêng tư thành "Riêng tư", chỉ

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Bạn có thể đặt chỗ.

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"Có sẵn cho những người trong tổ chức của bạn":

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Chỉ các thành viên được xác định bởi mạng của bạn

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quản trị viên có thể đặt chỗ.

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Cuối cùng, "Có sẵn cho tất cả":

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Mọi người đều có thể đặt chỗ.

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Đối với nhân viên, bạn có thể thay đổi

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quyền quản lý lịch bất cứ lúc nào.

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Đối với điều này trong thiết đặt

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Bạn đi đến tab "Nhân viên".

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Bằng cách nhấp vào đây, bạn mở một cửa sổ bật lên

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Cửa sổ cho phép bạn thay đổi

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sự cho phép của nhân viên đó.

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Điều này có thể bao gồm từ một người quản trị

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vai trò cho một vị khách duy nhất.

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創建日曆後，

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添加服務和員工，

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您可以修改許可權，從

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客戶或員工的觀點。

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對於房客，您可以允許自助預訂

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還是沒有。為此，您轉到

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"設置"，然後"預訂頁面"。

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如果您將隱私更改為「私人」，則僅

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您可以進行預訂。

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"可供組織中的人員使用"：

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僅由您的網路定義的成員

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管理員可以進行預訂。

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最後，「可供所有人使用」：

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每個人都可以預訂。

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對於員工，您可以更改他們的

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日曆管理許可權隨時。

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為此，在設置中

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您轉到「員工」選項卡。

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通過按兩下此處，您可以打開一個彈出視窗

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視窗，允許您更改

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該工作人員的許可權。

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這可以來自管理員

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角色到單個來賓。

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캘린더를 만든 후

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서비스 및 직원 추가,

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다음 에서 권한을 수정할 수 있습니다.

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고객 또는 직원의 관점.

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투숙객은 셀프 예약을 허용하실 수 있습니다.

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그렇지 않든 안 됩니다. 이를 위해 당신은로 이동

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"설정"과 "예약 페이지".

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개인 정보를 "비공개"로 변경하는 경우

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예약하실 수 있습니다.

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"조직의 사람들이 사용할 수 있습니다.":

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네트워크에서 정의된 구성원만

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관리자는 예약을 할 수 있습니다.

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마지막으로 , "모든 사람에게 사용할 수":

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누구나 예약을 할 수 있습니다.

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직원의 경우, 당신은 그들의 변경할 수 있습니다

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언제든지 캘린더 관리 권한.

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설정에서 이에 대한 자세한 내용은

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"직원" 탭으로 이동합니다.

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여기를 클릭하여 팝업을 엽니 다

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당신이 변경할 수있는 창

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해당 직원의 권한.

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이 범위는 관리자에 이르기까지 다양합니다.

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한 게스트에게 역할.

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创建日历后，

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添加服务和员工，

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您可以修改权限，从

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客户或员工的观点。

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对于房客，您可以允许自助预订

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还是没有。为此，您转到

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"设置"，然后"预订页面"。

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如果您将隐私更改为"私人"，则仅

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您可以进行预订。

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"可供组织中的人员使用"：

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仅由您的网络定义的成员

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管理员可以进行预订。

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最后，"可供所有人使用"：

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每个人都可以预订。

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对于员工，您可以更改他们的

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日历管理权限随时。

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为此，在设置中

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您转到"员工"选项卡。

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通过单击此处，您可以打开一个弹出窗口

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窗口，允许您更改

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该工作人员的权限。

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这可以来自管理员

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角色到单个来宾。

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După crearea unui calendar,

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adăugarea de servicii și membri ai personalului;

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puteți modifica permisiunile, fie din

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un punct de vedere al clientului sau al personalului.

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Pentru oaspeți, puteți permite rezervarea automată

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sau nu. Pentru aceasta te duci la

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"Setări" și apoi "Pagina de rezervare".

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Dacă schimbați confidențialitatea în "Privat", numai

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puteți face rezervări.

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"Disponibil pentru persoanele din organizația dvs.":

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Numai membrii definiți de rețeaua dvs.

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administratorul poate face rezervări.

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În cele din urmă, "Disponibil tuturor":

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Toată lumea ar putea face rezervări.

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Pentru membrii personalului, puteți schimba lor

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permisiuni de gestionare a calendarului în orice moment.

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Pentru aceasta în setări

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te duci la fila "Personal".

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Făcând clic aici deschideți un pop-up

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fereastră care vă permite să schimbați

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permisiunile acelui membru al personalului.

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Acest lucru poate varia de la un administrator

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rol pentru un singur oaspete.

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Depois de criar um calendário,

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adicionando serviços e funcionários,

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você pode modificar permissões, quer de

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um ponto de vista do cliente ou da equipe.

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Para hóspedes, você pode permitir a auto-reserva

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ou não. Para isso você vai para

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"Configurações" e, em seguida, "Página de reserva".

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Se você mudar a privacidade para "Private", apenas

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você pode fazer reservas.

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"Disponível para pessoas da sua organização":

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Apenas membros definidos por sua rede

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administrador pode fazer reservas.

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Finalmente, "Disponível para todos":

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Todos poderiam fazer reservas.

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Para os membros da equipe, você pode mudar sua

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permissões de gerenciamento de calendário a qualquer momento.

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Para isso nas configurações

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você vai para a guia "Staff".

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Clicando aqui você abre um popup

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janela que permite que você mude o

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permissões desse membro da equipe.

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Isso pode variar de um administrador

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papel para um único convidado.

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После создания календаря,

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добавление услуг и сотрудников,

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Разрешения можно изменять с помощью

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точка зрения клиента или персонала.

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Для гостей вы можете разрешить самостоятельное бронирование

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или нет. Для этого вы идете в

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«Настройки», а затем «Страница бронирования».

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Если вы измените конфиденциальность на «Частная», только

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Вы можете сделать бронирование.

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"Доступно для людей в вашей организации":

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Только участники, определенные вашей сетью

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администратор может сделать бронирование.

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Наконец, "Доступно для всех":

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Каждый желающий мог сделать бронирование.

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Для сотрудников вы можете изменить их

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разрешения на управление календарем в любое время.

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Для этого в настройках

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Вы переходите на вкладку "Персонал".

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Нажав здесь, вы открываете всплывающее окно

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окно, позволяющее изменить

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разрешения этого сотрудника.

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Это может варьироваться от администратора

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роль одному гостю.

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หลังจากสร้างปฏิทินแล้ว

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การเพิ่มบริการและพนักงาน

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คุณสามารถแก้ไขสิทธิการได้รับอนุญาตได้จาก

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มุมมองของลูกค้าหรือพนักงาน

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สําหรับผู้เข้าพัก คุณสามารถอนุญาตให้จองด้วยตนเองได้

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หรือเปล่า สําหรับสิ่งนี้คุณจะไปที่

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"การตั้งค่า" จากนั้น "หน้าการจอง"

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หากคุณเปลี่ยนความเป็นส่วนตัวเป็น "ส่วนตัว" เท่านั้น

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คุณสามารถทําการจองได้

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"พร้อมใช้งานสําหรับบุคคลในองค์กรของคุณ":

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เฉพาะสมาชิกที่กําหนดโดยเครือข่ายของคุณ

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ผู้ดูแลระบบสามารถทําการจองได้

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สุดท้าย "พร้อมใช้งานสําหรับทุกคน":

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ทุกคนสามารถจองได้

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สําหรับพนักงานคุณสามารถเปลี่ยนได้

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สิทธิ์การจัดการปฏิทินได้ตลอดเวลา

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สําหรับสิ่งนี้ในการตั้งค่า

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คุณไปที่แท็บ "พนักงาน"

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เมื่อคลิกที่นี่คุณจะเปิดป๊อปอัป

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หน้าต่างที่อนุญาตให้คุณเปลี่ยน

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สิทธิ์ของพนักงานคนนั้น

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ซึ่งสามารถมีได้ตั้งแต่ผู้ดูแลระบบ

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บทบาทของแขกคนเดียว

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Nakon kreiranja kalendara,

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dodavanje usluga i članova osoblja,

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možete da izmenite dozvole, bilo iz

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tačka gledišta kupca ili osoblja.

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Za goste možete dozvoliti samostalno rezervisanje

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ili ne. Za ovo ideš

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"Postavke", a zatim "Stranica za rezervacije".

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Ako promenite privatnost u "Privatno", samo

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možete izvršiti rezervacije.

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"Dostupno osobama u vašoj organizaciji":

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Samo članovi definisani vašom mrežom

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administrator može izvršiti rezervacije.

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Na kraju, "Dostupno svima":

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Svi su mogli da rezerve.

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Za članove osoblja, možete da promenite njihove

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dozvole za upravljanje kalendarom u bilo kom trenutku.

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Za ovo u podešavanjima

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idete na karticu "Osoblje".

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Klikom ovde otvarate iskačući meni

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prozor koji vam omogućava da promenite prozor

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dozvole tog člana osoblja.

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Ovo se može kretati od administratora

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ulogu jednom gostu.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER