The Users page is where you can see all providers and accounts you manually give access to logging into your Aloha account.
An ADMINISTRATOR can use the switches and buttons for each user to turn off an entire user or certain functions for that user, like disabling Feedback Requests or Appointment Reminders. You can also, create a login for any staff member with specific capabilities that can either function with all admin rights or limited access.
Add User
An ADMIN can also +Add User by clicking the blue button in the top right-hand corner on the ACCOUNT tab > USER page.
1. Select the user type:
Support: Very minimal access to feedback, scheduling history, and texting
Agent: Most commonly used, user will have access to the feedback, forms, mission control, scheduling history, and texting
Manager: Access to all features except billing or making changes to users
Administrator: Full access to all account features
2. You will need to fill out EVERYTHING on the form provided!
Input the users first and last name, the display name can be just their first name
A phone number and image is not necessary and is optional to add
The Email MUST be an email, but it does not have to be a real email (i.e.frontdesk@fakecompany.com)
Passwords must be:
Minimum 12 characters long
Include at least 1 uppercase latter
Include at least 1 lowercase letter
Include at least 1 number
Include at least 1 special character ^$%&*(){}@#~?!><,|=+-_
