Managing user access is essential as your business grows. Whether you have a small team or multiple departments, ensuring every team member only has access to the tools they need helps improve security, streamline operations, and reduce the risk of accidental changes.

Tekmatix has now expanded its Roles & Permissions system to provide a consistent permission model across Meetings, Services, and Rentals, making it easier than ever to manage access across your scheduling tools.

What's New?

The existing permissions previously available for Meetings have now been extended across Services and Rentals, giving administrators greater flexibility and control.

Unified Permission Model

Permissions are now consistent across all scheduling modules, including:

• Meetings

• Services

• Rentals

This creates a familiar experience regardless of which scheduling feature your team uses.

Expanded Permission Controls

You can now configure permissions for:

• Appointments and bookings

• Groups and categories

• Calendar, service and rental setup

• Associated resources

• Global preferences and settings

New Permission: Manage Associated Resources

A brand new permission allows administrators to control who can manage supporting resources, including:

• Locations

• Staff members

• Resources

• Add-ons

• Other associated scheduling components

New Permission: Manage Preferences & Global Settings

You can now independently decide who has access to module-wide preferences and global settings, without granting broader administrative permissions.

How It Works

Every scheduling module now follows the same permission structure, making role management simple and consistent.

Available permissions include:

View Calendars

Allows users to view Meetings, Services, or Rentals.

Manage Setup

Control who can create and manage:

• Calendars

• Services

• Rental listings

Manage Appointments

Grant permission to manage bookings and appointments across all scheduling modules.

Manage Groups & Categories

Allow users to manage:

• Meeting groups

• Service categories

• Rental categories

Manage Associated Resources

Control access to:

• Locations

• Staff

• Resources

• Add-ons

• Related scheduling assets

Manage Preferences & Global Settings

Choose who can configure module-wide settings without giving full administrative access.

Because each permission can be enabled independently, you can build highly customised roles that match your team's responsibilities.

How to Configure Roles & Permissions

Agency Level

Navigate to:

Settings → Team → Select Team Member → Roles & Permissions → Calendars

Assign the required permissions, then click Save.

Account Level

Navigate to:

Settings → My Staff → Select Team Member → Roles & Permissions → Calendars

Select the permissions appropriate for that staff member and save your changes.

Why This Update Matters

As businesses expand, different team members often require different levels of access.

With this update you can:

• Create role-specific permissions across Meetings, Services and Rentals.

• Give staff access only to the features they need.

• Improve operational security.

• Reduce accidental configuration changes.

• Maintain a consistent permissions experience across all scheduling modules.

• Scale your business with greater confidence as your team grows.

Whether you're managing appointment bookings, rental listings, or service offerings, Tekmatix now gives you the flexibility to control access with greater precision than ever before.