📝 Overview
Manage who has access to your Sawyer portal and what they can do. You can invite team members to join your account, assign different roles based on their responsibilities, control who receives email communications, and remove users when needed.
⚠️ This feature is included in the Grow and Scale pricing plans. If you're on the Launch plan and would like to upgrade, visit the subscription plans page here to learn more about available tiers.
🙋 Role Descriptions
Owner |
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Admin |
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Front Desk |
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Accountant |
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Manager |
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Scheduler |
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Instructor |
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👤 Invite a New User
Click here to learn how to add team members to your Sawyer account
Click here to learn how to add team members to your Sawyer account
Click your business name in the upper right corner of your account
Select Users & Permissions
Click + Invite User
Enter the email address of the person you would like to invite
Select a role to assign to the user
Click Send Invite
The invited user will receive an email with a link to create their account
🔧 Edit a User's Role and Email Preferences
Click here to learn how to update an existing user's role and manage their email
Click here to learn how to update an existing user's role and manage their email
communication settings
Select the More Options menu from the user's row
Select Edit Role
Select the new role you'd like to assign
Choose whether the user receives email communications (toggle on or off)
Click Save
💡 Changes take effect the next time the user logs in. The user will not be notified of role or email preference changes.
⛔️ Delete a User
Click here to learn how to remove a user's access to your Sawyer portal.
Click here to learn how to remove a user's access to your Sawyer portal.
Select the More Options menu from the user's row
Select Delete User
Confirm the deletion
⚠️ Once deleted, the user will no longer be able to log into your Sawyer portal. They will not be notified of their removal.
❓ Frequently Asked Questions
Find answers to common questions about managing users and permissions.
Can I change someone's role without notifying them?
Click the arrow to view the answer
Click the arrow to view the answer
Yes. When you edit a user's role, the changes take effect the next time they log in. The user will not automatically be notified of role changes, so you may want to let them know directly if the change significantly affects their access or responsibilities.
What emails can I control with the email communication setting?
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Click the arrow to view the answer
The email communication toggle controls whether a user receives emails generated from your Sawyer account, such as order confirmations and class messages. For a detailed list of email types, see types of customer emails generated from Sawyer here.
Can I delete a user and then re-invite them later?
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Click the arrow to view the answer
Yes. If a user is deleted, they can be re-invited to the account at any time using their email address. When re-invited, they will receive a new invitation link and will need to set up their account again.
What happens to a deleted user's data or activity history?
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Click the arrow to view the answer
Deleting a user only removes their login access to your Sawyer portal. It does not delete any data or activity records associated with their account. Those records remain in your system for historical purposes.