The next step in the installation process is to select the users who will use Appointiv and give them their "permission set" which is their security level. If you skip this step, you won't be able to make any changes in the Configure sections.
1 - In Setup, type User in the quick search
2- Select User under the Manage Users section.
3- Click on the user's name
Now, you will have the individual user open in Setup
4- On the user record scroll down to the related lists and in the "Permission Set Assignments" box, click "Edit Assignments"
There will be two new Appointiv Permission Sets to choose from.
- Appointiv Administrator - Users with this set can access everything in Appointiv including the full set of Configuration screens to create, edit, update and delete Locations, Appoitment Types, Branding etc.
- Appointiv Service Provider - Users with this set can access the Schedule manager and change their Availability but cannot change things in the Configuration screens
- Add Both Sets - Users with both sets are Service Providers who also need Admin access
Simply select the Permission Sets you want and move it to the right hand column to grant access to that user.
Repeat this process for all your users and you're finished with the Salesforce installation process.