From the Contacts tab, you can search for a contact, select their name, and adjust the "Admin Level" pull down to allow them to log in to the Admin UI and see reports.

To add a new contact, i.e. select the green Add button. For an Administrator, select Admin... and fill in the Contact information for the Admin.

Select the Admin Level pull-down to set the Contact's access level.

  • Appointment Viewer - has the ability to log into the Admin UI and view the appointments, but cannot change anything.
  • Appointment Maker - has the ability to make appointments from the Admin UI but cannot change the setup or add or remove slots.
  • Resource Administrator - has the ability to make and cancel appointments and add and remove slots from the Admin UI for the resources that they have been granted access to in the Resource Access section.
  • Event Administrator - is a full-powered administrator on one or more events. Use the lower right-hand table labeled Event Access to set the events the contact should have administrative access to.
  • Administrator - has full-powered access to the entire account.


For the administrative categories, Appointment Viewer, Appointment Maker, and Resource Administrator be sure to specify the resources the contact should have access to. This is set in the Vendor Access tab -> Resource Access block.

For the administrative category Event Administrator, make sure to set the event that the contact should have access to. This is set in the Vendor Access tab -> Event Access block.


All of these settings allow access to the reports.


This new contact will be prompted to create a password the first time they login.