> For the complete documentation index, see [llms.txt](https://docs.tipo.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tipo.io/tipo-appointment-booking/availability-team-members/team-portal-employee-login-access.md).

# 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:&#x20;

* 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.

***

### 🔐 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&#x20;
2. In **Team Portal** > tick on  checkbox **Enable Portal Access**

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FrKSSbU6I8msfTKoQR90Q%2F2025-10-27_14-55-53.png?alt=media&amp;token=295a6d3e-3967-412a-a77e-dd3892d776e7" alt=""><figcaption></figcaption></figure>

3. Click **Advance settings** >  select the **permissions** you want to grant to the team member&#x20;

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FwtzDV3q3bGpgaIdrBdzB%2F2025-10-27_14-57-02.png?alt=media&amp;token=44a6672e-f904-427e-8f97-e00dc38ec07f" alt=""><figcaption></figcaption></figure>

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).&#x20;

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

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FhlpMw7L8VPbIwVxStMYN%2F2025-10-27_15-01-00.png?alt=media&amp;token=6512c270-eb42-4740-9ac3-c26940f98fa6" alt=""><figcaption></figcaption></figure>

***

### 🔗 How team members log in

1. The app provides you the login link here > you need to share this link with your team member&#x20;

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2Fcs4TldtpJcQqlIu80nJq%2Fimage.png?alt=media&amp;token=f739c741-022c-4027-8885-f64076cfb03b" alt=""><figcaption></figcaption></figure>

2. Team member enters his email  address

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FEbACn8BqKtnef3QM17Vr%2F2025-10-27_15-22-14.png?alt=media&amp;token=d03f8688-cd9e-4936-8760-8a5bae4f1000" alt=""><figcaption></figcaption></figure>

3. A login link has been sent to  email address of the team member&#x20;

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FKgWcVI9Rt23rdZscLUmn%2F2025-10-27_15-23-10.png?alt=media&amp;token=2fcf7c0b-3f5c-4d4d-8f87-819521b9c947" alt=""><figcaption></figcaption></figure>

4. Then the team will be able to access the team member dashboard with limited access.&#x20;

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FlWkB7AZeqHyI5wGDAx8y%2F2025-10-27_15-23-24.png?alt=media&amp;token=6df9f337-5c43-42b0-8d06-c9919b14617f" alt=""><figcaption></figcaption></figure>

Note: if you only want the team member view the appointments he is assigned to, please set up permissions like this&#x20;

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FRKixwI6OqUEDdoVCMJuC%2Fimage.png?alt=media&amp;token=b0662439-d4fa-487c-b95a-6b472644ae59" alt=""><figcaption></figcaption></figure>

***

### ✅ **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.

***

**🙋 Still need support?**

If you still need help, please feel free to contact us at <hi@tipo.io>. We’ll be happy to assist you further.
