Updated January 16th, 2026 by Alana Maric
Assigning Branch Access to Users
Overview Branch assignment controls which locations users can access in BScheduler. Combined with role permissions, branch assignment determines the full scope of what each user can see and do within the system. This guide explains how to assign users to branches, manage multi-branch access, and troubleshoot branch-related access issues. Before You ...
5 min reading time
Updated January 16th, 2026 by Alana Maric
Creating and Managing Roles
Overview Roles control what users can see and do in BScheduler. While BScheduler includes three default roles (Administrator, CSR, and Field User), you can create custom roles with specific permission combinations that match your organization's unique needs. This guide shows you how to create new roles, configure permissions, and manage role-based a...
6 min reading time
Updated January 26th, 2026 by Alana Maric
Security Settings and Best Practices
Overview Security is critical for protecting sensitive customer, patient, and operational data in BScheduler. This guide covers security configuration, best practices, and policies to keep your BScheduler instance secure. Before You Begin Required Permission: Administrator Security Responsibilities: Administrators are responsible for system security...
2 min reading time
Updated January 23rd, 2026 by Alana Maric
Creating and Managing Users
Overview User management is a core administrative function in BScheduler. As an Administrator, you control who has access to the system, what they can do, and which branches they can work with. This guide walks you through creating new user accounts, assigning appropriate roles, and configuring branch access to ensure each team member has the right ...
5 min reading time
