Related Articles
Delete a Password
Permanently remove a password you no longer need. Things to Keep in Mind Only the Owner can delete a password. How to Delete a Password Go to More > Passwords from the navbar. Click on the password you want to delete to open its Glance. Click the ...
Create a Password
Create a password to securely store a login for a member or contact in your workspace. Things to Keep in Mind You can create a password for yourself, or for a member or contact in your workspace. The For field is only a label — it doesn't grant that ...
Edit a Password
Update a password's details when a login changes or you need to correct something. Things to Keep in Mind Owners, Managers, and Editors can edit a password. See Roles and Permissions in Passwords. How to Edit a Password Go to More > Passwords from ...
Roles and Permissions in Passwords
A password's role determines what a member can do with it once it's shared with them. Roles in Passwords Role What you can do Owner Full control: view, edit, and delete a password. Can grant or revoke access and update roles. Manager View and edit a ...
Share Plan Link
Sharing a plan link allows you to make it available to customers—either for general bookings or to direct them to a specific member. How to Share a Plan Link Choose a Plan: From Catalogue, find the plan you want to share and click the Share icon. ...