How to Add a New User in YBP and Manage Calendar Access

Step 1: Navigate to the Users Section
From the left-hand menu, click on “Users” to open the Active Users page, where all current users are listed.

Step 2: Create a New User
Click the green “+ Create” button to open the user creation form.

Step 3: Fill Out the User Details
Enter the full name and email address of the new user. Select the appropriate role from the dropdown menu:

  • Accountant: Focused on financial tasks.
  • Admin: Full system access.
  • Calendar: Limited to calendar-related features.
  • Manager: Manages staff and bookings.
  • Owner: Full administrative control.

Step 4: Set Calendar Access
Once the user is added, click “Calendar Manage Access” on the Users page. This allows you to control what calendars the user can see:

  • Choose “Own Calendar Only” if they should only manage their own bookings.
  • Select “All Employee Calendars” to let them view and manage all staff schedules (ideal for managers or team leaders).

Step 5: Save Changes
After completing the steps, save your settings to activate the user and finalize their permissions.

Frequently Asked Questions (FAQs)

1. Who can create new users in YBP?
Only Admins and Owners have permission to add or edit users.

2. How do I change a user’s role?
You can update a user’s role by clicking “Edit” next to their name on the Users page.

3. What is Calendar Manage Access?
This feature determines whether a user can view only their own bookings or access all staff calendars.

4. Is there a limit to the number of users I can add?
Your user limit depends on your YBP subscription. If you’ve reached the maximum, you’ll need to upgrade your package.

5. How do I delete a user?
Click the “Delete” button next to the user’s name on the Users page. Be aware that this action is irreversible.

6. Can a user reset their own password?
Yes, they can use the “Forgot Password” option on the login page.

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