Team Portal (Employee Login Access)

Allow your staff to log in, view schedules, and manage their own appointments without giving them full access to your Shopify admin.

🎯 What this is for

When Team Portal access is enabled, a team member can:

• View and manage their own appointments

• Set/update their availability

• Block off time when they’re unavailable

This helps keep scheduling organized and lets each staff member manage their own workload.

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🔐 Enable Team Portal access for a team member

The app allows you create the account for each team member to log in and view all appointments.

1. Open the app > click Team members > open the team member detail you want to give login access

2. In Team Portal > tick on checkbox Enable Portal Access

1. Click Advance settings > select the permissions you want to grant to the team member

4. Click Save

🧰 Set permissions (recommended)

Use permissions to control what the team member can do (for example: only view appointments they are assigned to).

Tip: If you only want a staff member to see their assigned bookings, configure permissions accordingly.

Then allows this team member to log in to their portal to view their schedule and assigned appointments via the portal link here

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🔗 How team members log in

1. The app provides you the login link here > you need to share this link with your team member

1. Team member enters his email address

1. A login link has been sent to email address of the team member

1. Then the team will be able to access the team member dashboard with limited access.

Note: if you only want the team member view the appointments he is assigned to, please set up permissions like this

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✅ What a team member sees after login

• A personal calendar showing their upcoming appointments.

• Options to approve, reschedule, or cancel bookings where they are the assigned staff member.

• Their availability settings (e.g., working hours, break times).

• Notifications for new or changed bookings.

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🙋 Still need support?

If you still need help, please feel free to contact us at [email protected]. We’ll be happy to assist you further.