User Management

Users are people who can log in to the WantVisit admin panel. Whether it's your business partner, your receptionist, or the new stylist who just joined the team — everyone who needs access to the admin panel needs a user account. And every user has a role that keeps things organized (and secure).

Overview

The user management page lets you:

• Create new user accounts
• Invite existing WantVisit users to your company
• Assign roles and positions
• View and manage your team

Each user belongs to a company and has a specific role that determines their access level.

Understanding Roles

Roles control what a user can see and do in the admin panel. Choose wisely — you probably don't want everyone to have the keys to the castle.

Owner

Full access to everything. Owners can:

• Manage companies — create, edit, delete
• Manage branches/locations — create, edit, delete
• Manage users — create, invite, change roles, remove
• Manage employees, service groups, and services
• Manage employee schedules and portfolios
• Moderate reviews — publish, reject, respond
• View analytics, calendar, history, and clients

This is typically you — the business owner.

Admin

Employee and service management access. Admins can:

• Manage employees — create, edit, delete
• Manage service groups and services
• Manage employee schedules (default and custom)
• Manage employee portfolios
• Moderate reviews — publish, reject, respond
• View analytics, calendar, history, and clients

Cannot: manage companies, branches, or users.

Great for managers or trusted team leads who need broad access without full ownership privileges.

Employee

Basic access. Employees can:

• View calendar and schedules
• Work with appointments — create, view, change status
• View appointment history
• View clients
• View analytics
• View reviews (read-only, no moderation)

Cannot: change company settings, manage employees, services, or schedules.

Perfect for staff members who just need to see when they're working and who they're seeing.

Interface Visibility by Role

The menu and interface elements automatically adapt to the user's role:

Section	Owner	Admin	Employee
Dashboard, Calendar, History	+	+	+
Analytics, Clients	+	+	+
Schedule (view)	+	+	+
Reviews (view)	+	+	+
Reviews (moderation)	+	+	-
Company settings	+	-	-
Branches	+	-	-
Users	+	-	-
Employees	+	+	-
Schedule (settings)	+	+	-
Portfolio	+	+	-
Service groups	+	+	-
Services	+	+	-

Restrictions

• A user cannot change their own role — another Owner must do it
• A user cannot delete themselves from a company
• A company must have at least one Owner — the system will not allow demoting or removing the last Owner

Multi-Company

A single user can belong to multiple companies with different roles. For example, Owner in one company and Employee in another. The menu and available sections are determined by the highest role across all companies.

Selecting a Company

Use the dropdown at the top of the page to choose which company's users you want to manage.

Creating a New User

To create a brand new WantVisit account for someone:

1. Click "Create new user"
2. Fill in the required details:
   • Email — their email address (will be used for login)
   • Phone — phone number
   • First Name and Last Name
   • Gender — Not specified, Male, or Female
   • Position — their job title (e.g., "Senior Stylist", "Receptionist")
   • Role — Owner, Admin, or Employee (with icon and access level description)
3. Submit the form

The new user will receive their login credentials and can start accessing the admin panel right away.

Inviting an Existing User

Already have someone with a WantVisit account? No need to create a new one — just invite them:

1. Click "Invite user"
2. Enter their email address (the one they registered with)
3. Set their position and role for your company
4. Send the invitation

The user will receive an invitation with an expiration time. They need to accept it before it expires. If it does expire, you can always send a new one.

TIP

Inviting is ideal when someone works with multiple companies on WantVisit. They keep one account and can switch between companies.

User List

The user list displays all users in the selected company. For each user, you'll see:

• Avatar — their profile picture (or initials as fallback)
• Name — first and last name
• Position — their role in your business
• Role badge — color-coded for quick identification (Owner, Admin, Employee)
• Email — with a quick-action button to send an email
• Phone — with a quick-action button to call directly

The quick-action buttons make it easy to reach your team without leaving the page.

Editing a User

To modify a user's details:

1. Click the edit button on their card
2. Update their position, role, or other details
3. Save

WARNING

Changing someone's role immediately affects what they can access. If you downgrade an Admin to Employee, they'll lose access to admin-level features on their next page load.

Removing a User

To remove a user from your company:

1. Click the delete button on their card
2. Confirm in the dialog

WARNING

Removing a user will archive them in the company — they will lose access, and all their employee records across locations will also be archived. Future appointments will be automatically cancelled. All existing and past calendar records will be preserved. Their WantVisit account is not deleted — they can still log in and access other companies they belong to. You can add a new user with the same account immediately after removal.