# Team Portal (Employee Login Access)

### 🎯 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.

***

### 🔐 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**

<figure><img src="/files/BNNtKHv6x7PMliNyaHpE" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/9ydAKa09fCleCRlnUtiK" 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="/files/RWsAjKyBBVawr80pvhLw" alt=""><figcaption></figcaption></figure>

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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&#x20;

<figure><img src="/files/N2QPK4zJP8nqo9teZ020" alt=""><figcaption></figcaption></figure>

2. Team member enters his email  address

<figure><img src="/files/NS9oSzsN7o7qcXqH5Vm1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/fgXkSQ17Z3YmE3DFhx5K" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/CQT19Cj8oCvkLtNa9yVx" 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="/files/jP8HkQikPhvQPrIqYOwM" 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.


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