New "Custom" User Role Lets You Fine-Tune Access for Every Team Member 🔐

Need more flexibility when giving team members access to Apptoto? Now you’ve got it.
We’ve expanded user permission options to include “Custom” roles, letting you grant each team member access to only the calendars, tabs, and tools they need—nothing more, nothing less.
Why It Matters
✅ Share access without oversharing sensitive data
✅ Restrict access to specific tools to prevent accidental changes or misuse
✅ Maintain tighter control over messaging, campaigns, and settings
✅ Create purpose-built logins for different roles on your team (receptionist, admin, assistant, etc.)
✅ Reduce risk while keeping your workflow collaborative
Three Permission Types, One Flexible System
Full:
 Admin-level access to everything in Apptoto
Agent: 
Limited to specific calendars and address books
Custom (new)
: Fine-tune access across calendars, address books, dashboards, booking pages, campaigns, messaging tools, and more
With "Custom" roles, you decide who sees what, down to the sub-tab.
Grant access to specific calendars and/or address books
Choose visibility for standalone tabs like the Dashboard, Appointments, or Booking Pages
Control access to multi-function tabs like Messaging or Tools, including granular options for sub-tabs like Consent, Blocklists, and more
💡 Pro tip
: If a "Custom" user doesn’t have access to the Messaging → Appointment Auto Messages tab, the Auto Messages toggle at the top of the portal will be hidden for them automatically. This helps avoid confusion, prevents them from enabling/disabling auto messages, and keeps their view clean.
How to Set It Up
Go to Settings > Users
Click + Add User
Enter the user’s email, set a temporary password, and enable two-factor authentication if needed
Choose "Custom" from the "Permissions"
 dropdown
Select calendars, address books, tabs, and sub-tabs you want to grant the user access to
Click Create Login
The new user will receive instructions and can log in right away.
Want to update users with Full or Agent access?
You can update their role to "Custom" anytime by clicking the Edit
 button next to their email on the Settings > Users screen.
Check out our knowledge base article on "Additional User Logins" to get started. Still need help setting this up? Contact our team at support@apptoto.com, and we’ll walk you through it.
Greater control. Cleaner access. Smarter teams.