Learn how to onboard your employees in MioCommerce so they can access the platform with the right permissions from day one.
In MioCommerce, your team members can be set up as Administrators, Service Providers, or both. Assigning the correct role ensures each team member sees only what they need and can perform their responsibilities with confidence.
Before you add your team, here’s what to know
Properly creating Admins and Service Providers ensures:
Secure access to the platform
Clear separation of responsibilities
Ensure the right person is assigned and notified automatically
A smoother onboarding experience for your team
This setup helps prevent permission issues later and reduces the need for access changes after onboarding.
Understanding roles: Admins vs Service Providers
Think of employees as falling into two functional roles:
Administrators manage operations, bookings, payments, and settings
Service Providers fulfill bookings and manage their schedules
A single employee can hold both roles if needed.
Step-by-step: Add an Admin or Service Provider
Step 1: Open the Employees section
Log in to your MioCommerce account and navigate to:
Operations → Service Providers
OR, Settings → Employees
Step 2: Create a new employee
Click the Create Employee icon in the top-left corner.
Step 3: Choose what the employee can do
Choose at least one role for the employee:
Administrator
Service Provider
Or both (A Service Provider can also be an Administrator)
Administrator access (full operational control)
Administrator access (full operational control)
An Administrator (also referred to as an operator) is a managerial role in MioCommerce.
Administrators have full visibility across the Operations Console and can manage day-to-day business activities, including:
Scheduling and dispatching bookings
Creating booking pages
Viewing booking costs
Processing payments
Managing customers and team members
Select “Yes” if you want to give these permissions to your new team member.
Service Provider access (limited, job-focused access)
Service Provider access (limited, job-focused access)
Service Providers have limited access by default and can only see information related to their assigned bookings and schedule, such as:
Viewing assigned bookings only
Checking in and out using Time Tracking
Viewing notes shared on bookings
Receiving bookings based on Booking Page Availability rules
Administrators can further customize what Service Providers can view or edit - including customer visibility, time tracking, tips, and payment acceptance - from Settings → Access Rights.
Learn More: Complete list of Service Provider access rights
Note: If assigning a Service Provider role, select one or more service types the employee is dedicated to.
Step 4: Enter account information
Provide:
An Employee Number (optional — one is auto-generated if left blank)
An email address for booking-related communication
Step 5: Add personal details
Enter the employee’s:
Name
Address
Phone number
Step 6: Choose how employees receive updates
Select:
Preferred language (English or French)
Notification methods (Email, SMS, Mobile Push)
Important:
Service Providers should always have Mobile Push, SMS and Email switched on, and set to "Yes" as they will need these settings enabled to use the Mobile App.
Admins may only need the Email setting switched on, at your discretion.
If SMS or Mobile Push is enabled, a "mobile phone number" is required.
You can also choose whether to notify the employee immediately that their profile has been created.
Step 7: Finish Setup
Review all details and click "Create Employee" to complete setup.
Step 8: Configure Administrator permissions (if needed)
If the employee is an Administrator, please review and customize their access rights next.
What happens after you add an employee
Once an employee is created:
Their profile becomes active in the system
Service Providers can receive bookings immediately
Notifications are sent based on the preferences you selected
Mobile App access becomes available if enabled - Download the Mobile App
Any changes to roles or permissions take effect immediately.
Common next steps after onboarding an employee
After creating employees, most businesses:
Assign bookings to Service Providers
Set work hours and availability
Configure admin access rights
Enable and test the Mobile App
If you need any assistance, feel free to contact us at support@miocommerce.com.
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