Roles & Permissions
Dolyu has three roles: Owner, Admin, and Member, listed from most to least access.
In this guide
- See what the Owner, Admin, and Member roles can each do
- Change a member's role or remove a member
- Reassign a former member's upcoming appointments to someone else
- Understand what happens when you transfer ownership, including the billing handover
What each role can do
| Action | Owner | Admin | Member |
|---|---|---|---|
| View the calendar and appointments | All | All | Only appointments they handle |
| Create appointments | Yes | Yes | Yes ("Only themselves as provider"; Rebook only for appointments where they're the staff member for every service) |
| Confirm, complete, cancel, mark as no-show, or reschedule | All appointments | All appointments | Only appointments they handle |
| Bulk actions, export, and Cancel all slots | Yes | Yes | No |
| Collect payments and refunds | Yes | Yes | No |
| Change prices on completed appointments (before any payment is collected) | Yes | Yes | No |
| View customer details | All customers | All customers | Only customers they've served (see below) |
| Customers, services, resources, consent documents, reports, subscription, activity log, and other management pages | Yes | Yes | No (not shown in the sidebar) |
| Settings | All | All | Only Working hours and Schedule overrides |
| Change booking URL | Yes | No | No |
| Their own working hours and schedule | Yes | Yes | Yes |
| Other members' working hours and schedules | Yes | Yes | No |
| Invite or remove team members | Yes (anyone) | Yes (Members only) | No |
| Change other members' roles | Yes (including transferring ownership) | Yes (Members only; can set Admin or Member) | No |
| Their own job title and bio at this business | Yes | Yes | Yes |
| Other members' job titles and bios at this business | Yes (anyone) | Yes (Members only) | No |
| Leave the business | No (must transfer ownership first) | Yes | Yes |
Members don't have the "Customers" page. They can open a customer only from one of their own appointments. There, they see the customer's name, contact details, notes, tags, and the appointments they handled, but not "Amount paid" or points. When creating an appointment, Members must enter a customer's full name or phone number to find them. Only the last 3 digits of the phone number are shown. Members can't create new customers (select "Walk-in" instead, or ask an Admin to create one), and they can't change the customer on an existing appointment.
Only the person who ran an export or import can download the export file or the failed import rows. Once that person is no longer the Owner or an Admin of this business, the link stops working.
Note
A business has only one Owner. Assigning the Owner role to someone else is a transfer, and the previous Owner becomes an Admin.
Change a member's role or remove a member
In the Team members list, click a member's three-dot menu
Click the three-dot menu 3 at the far right of the member's row.
Select Change role or Remove member
Job title and bio
The team section of your booking page shows each member's job title and bio. Each business keeps its own copy, so the same person can have a different job title at each business.
Open Title and bio at each business in your profile
Everyone, regardless of role, can open Profile from the avatar menu. Under Title and bio at each business, find this business and click Edit.
Fill in your job title and bio
Job title can be up to 100 characters and Bio up to 500 characters. Fields left empty aren't shown. Click Submit when you're done.
The Owner and Admins can also click a member's three-dot menu in the Team members list and select Edit profile to edit these for them. The Owner can edit anyone; Admins can edit only Members and themselves.
Removal and leaving
- Remove member: The Owner can remove any other member, and Admins can remove only Members. You can't remove the Owner, and you can't remove yourself.
- Leave business: If you're an Admin or Member, open the business menu at the top left and select Leave business. You're then switched to another business you belong to. If you don't belong to any other business, you're taken to the Add business page. The Owner must transfer ownership before leaving.
- If the person who's removed or leaves is the current subscription payer, the subscription is canceled at the end of the current billing period. The Owner then takes over payment (see "Take over subscription" below). When someone leaves, the confirmation dialog warns them first.
After you remove a member, their past records are kept. Their schedule and bookable services are cleared immediately, and the booking page no longer shows their time slots. When a member leaves or is removed, their upcoming appointments keep their original time slots. Before you confirm, the dialog shows how many there are. Afterward, the Owner and Admins get an "Appointments need reassignment" notification, and later notifications about these appointments go to the Owner and Admins. When the calendar is grouped by staff, these appointments appear under "Former members".
Reassign appointments from former members
The Owner and Admins can reassign a former member's appointments to current team members in one go.
Filter for appointments that need reassignment
Click the link in the notification, or go to Appointments, open the All tab, click Filter, and turn on Needs reassignment (former members). Only appointments that haven't started yet and are Pending or Confirmed are listed.
Check the appointments, click Bulk actions, and select Reassign staff
Choose who to reassign to and click Reassign
In Reassign to, select a current team member, then click Reassign.
- Only the services handled by the former member change. Other staff on the same appointment who are still on the team stay as they are.
- If the new staff member isn't assigned to the service, or already has another appointment at that time, the appointment is skipped. The message afterward shows how many were skipped. Open those appointments and adjust them individually.
- Reassigning doesn't check the new staff member's schedule or time off. Before you reassign, make sure they're working at those times.
- The staff member you reassign to gets an in-app notification. You can also drag an appointment from the "Former members" column to a team member's column on the calendar to reassign one at a time.
What actually happens when ownership is transferred
When you transfer ownership to a team member, the previous Owner becomes an Admin, and the current paid subscription is scheduled to cancel at the end of the current billing period. The new Owner can take over before then (see "Take over subscription" below). You can't transfer ownership if the new Owner has already reached the platform's limit on businesses, or if their account is disabled.
Take over subscription
During a payer handover, the Owner can click Take over subscription on the Subscription page. Only the Owner can see this button.
- In the dialog that opens, click the link to go to the Creem payment page, and switch the payment method to your own card.
- Return to the dialog and check "I switched the payment method to my own card".
- After you submit, the subscription continues on the original billing period.
If you submit without switching cards, the original payer is still charged. After the takeover, the original payer gets an email notification.
If Take over subscription doesn't appear (for example, the payer canceled the subscription themselves), ask the payer to resume the subscription before it ends, or resubscribe with your own payment method (see Manage Your Subscription).
Common questions
Can an Admin demote or remove another Admin?
No. Admins can only manage Members. Only the Owner can change or remove another Admin.
Can I transfer ownership to someone who hasn't joined the business?
No. The new Owner must already be a team member at the business. Add them first through Invite Team Members, then transfer ownership.
Can I change my own role or remove myself?
No. To leave a business, use Leave business in the business menu at the top left. If you're the Owner and want to step down, transfer ownership first.
Can a removed member still see their past appointments?
No. After removal, they can't access your business's dashboard anymore. Their in-app notifications from your business are deleted, and their LINE notifications are unlinked. Their account and their other businesses aren't affected. On your side, appointment records and who performed each action are kept as usual.