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How employee permissions work in Amelia
Employee permissions control what your staff members can do with services, schedules, bookings, events, and customers in Amelia. They also define how employees access the Employee Panel and whether booking limits apply.
To open these settings, go to Amelia → Settings → Roles & permissions → Employee.
All permissions apply both to the back end (if the employee is linked to a WordPress user with the Amelia Employee role) and to the Employee Panel.
How does employee schedule management work?
In the Manage personal schedule section, you define whether employees can manage their own services, working hours, and availability.
You will see the following options:
- Allow employees to manage their services – when enabled, employees can assign or unassign themselves to services created by the administrator or Amelia Manager.
- Allow employees to manage their schedule – when enabled, employees can define and adjust their working hours and availability.
- Allow employees to manage their days off – when enabled, employees can create, edit, and delete their own days off. These apply only to the employee and do not affect company-wide days off set by the administrator.
- Allow employees to manage their special days – when enabled, employees can create, edit, and delete special days, which override their default working hours for specific dates.
How can employees manage bookings?
In the Manage bookings section you decide what employees are allowed to do with their own bookings and customers.
You will see the following options:
- Allow employees to manage their appointments – when enabled, employees can view and manage their own appointments in the back end or through the Employee Panel. This usually includes rescheduling, cancelling, or approving appointments assigned to them.
- Allow employees to manage their events – when enabled, employees can manage events where they are assigned as staff or organizers. They can change event dates, capacity, and attendee status, depending on your setup.
- Allow employees to manage customers – when enabled, employees can view and edit customer details such as names, contact information, and notes. If you prefer to keep customer data restricted, leave this option disabled.
- Allow employees to view all customers – by default, employees can only see customers who have booked with them or who were added manually by the administrator. When this option is enabled, employees can view all customers in the system, regardless of previous bookings.
Note
How do panel & access permissions work for employees?
The Panel & access permissions section controls how employees access their panel page and what they can manage from it.
You will see the following options:
- Employee panel page URL – paste the URL of the page where you added the Employee Panel shortcode. Employees will use this link to log in and manage their schedule.
- Allow employees to manage their appointments – when enabled, employees can access and manage their appointments from the Employee Panel.
- Allow employees to manage their events – when enabled, employees can access and manage their events from the Employee Panel.
- Allow employees to manage customers – when enabled, employees can manage customer data directly from the Employee Panel.
- Allow employees to view all customers – when enabled, employees can view all customers from the Employee Panel, not only those assigned to them.
How does limiting appointments per employee work?
The Limit appointments per employee option allows you to control how many active appointments each employee can have.
When enabled, use the Number of appointments field to set the limit. Once an employee reaches that number of active appointments, Amelia will prevent new bookings for them until some of their appointments are cancelled or completed.
Please note
This option is useful when employees can handle only a limited number of active bookings at the same time, such as when sessions are restricted by contracts or workload.
What should I check if employees cannot access their panel?
If employees have trouble accessing their panel, check the following:
- Make sure the Employee Panel page is published and the URL in Employee panel page URL is correct.
- Confirm that the employee has a WordPress user connected to their Amelia profile, as described in the Employee Panel documentation.
- Verify that the employee has the correct role and enough permissions to manage their bookings.