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Reserva knowledge base

Detailed account, calendar, business settings, security, Staff and customer instructions for the inspected Reserva implementation.

Invite accounts and save Staff permissions

Connect the right profile and review real individual grants behind presets.

For: Business Owner · authorized Manager. Open: Staff → Accounts and permissions.

Staff permissions and invitations

Choose the Staff member in the permission dropdown. Unconnected profiles explain the invitation/connection requirement; they cannot receive working login permissions merely by having a name.

Use an appropriate preset (Full operational, Move and assign, Core booking access) or explicit custom permissions, then Save permissions. Presets expand into individual grants; the label is not authorization. Core assigned-booking/customer controls are always included. Use optional grants for private addresses, assignment, deposit and financial access; business availability remains manager-controlled. Staff cannot grant themselves owner or platform access.

Resend/revoke invitation where needed. Suspend/reactivate Staff carefully: inspect existing bookings; access/public eligibility may change while bookings/history remain. Revoke account removes that membership's access and may unlink the bookable profile; it does not delete historic appointments. Use archive/restore for supported visibility changes, not hard deletion.

Errors: wrong invited email, stale form, expired invitation, duplicate/invalid data, missing permission, wrong business or booking conflict. Reload/select the correct profile before retrying. Never ask a Staff member to share their password.

Exact account controls

  1. For an unconnected profile enter Invited email, choose Staff profile and Send staff invitation.
  2. For an authorized manager use Invite a Manager → Send Manager invitation.
  3. Review Invitation history. Pending invitations can show Resend/Revoke; accepted or revoked ones do not.
  4. Select the connected person under Staff permissions.
  5. Choose Full operational access, Move and assign, Core booking access or Custom. Review individual grants, then Save permissions.
  6. Use Revoke account only to remove that membership’s access deliberately.

Core assigned-booking/customer operations remain included for invited Staff. Optional private-address, reassignment, deposit and limited-financial grants do not create ownership or whole-business administration. Legacy Manage own availability does not allow invited Staff to modify schedules under current rules. Independent Launch has no Team invitation/permission panel. Suspended profile, archived profile and revoked membership are different states with retained historical bookings.

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