Staff Permissions allow you to fully customize the functionality available to particular staff roles within your business. In essence, Staff Permissions control which functions you give staff access to; the Interface Permissions control which modules staff can see.
Note: Every person who uses Pet Sitter Plus will have a "staff" role, even if they are an Admin and don't work in the field. They need a unique email address and password to log in, and their permissions are set individually in their staff record.What do the Staff Permissions do?
Navigation: Admin > Staff > Permissions > Staff Permissions
What can this staff see?
Enable staff to see Client Information
Any staff with this access can now view client information with additional options to control which clients staff can see:
To allow staff to see client information:
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Hide Restricted Fields from their Interface
| You can "hide" information from any staff member who is not authorized to see the sensitive information. When you enable “Cannot see restricted fields”, any Pages, Sections or Fields defined as “restricted staff access” (see Custom Fields) are not visible in the staff dashboard when logged in as the staff member. To hide restricted fields from certain staff:
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Enable Staff to see Everyone's Time Off
| In the Staff Dashboard, you may want to allow staff to see the time off summary for ALL staff. This can be useful to see any conflicts when they want to take time off from work. To allow staff to see the team's time off summary:
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What can this staff do?
Allow staff to update Client Information
Any staff with this permission can now view and amend client information with additional options to control which clients staff can see:
To allow staff to change client information:
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Staff can create Client Accounts
| Any staff or Admin with this permission can now create a new account for a client BUT they can only complete the rest of the client information and save it if they have the permission Can Update Client Information switched ON. To allow staff to be able to create a client account:
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Staff can access Client Scheduling Functions
Provide a staff member with additional permissions to schedule new services, run repeat services, and process service requests via the following options in the client account menu:
To allow staff to schedule work for clients:
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Staff Can send Service Reports
Choose which of your staff can send service reports to your clients by enabling or disabling this function.
To allow staff to send service reports to clients:
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Staff can have work assigned to them
| For all staff who are active in the field and need to have work assigned to them. Admins who are purely scheduling for others and don't have any services assigned to them should have this option switched OFF. Staff who "can be scheduled" will appear in the Staff dropdown when services are being assigned. To allow staff to be scheduled work:
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Allow Staff to change their own Schedule
| Allows a staff member to edit a service in the Schedule My List View or My Column View. Staff will be able to:
To allow staff to change their own schedule:
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Allow Staff to make changes to their own Planner
| Allows a staff member to edit services and access other client account functionality from "My Planner." Staff will be able to:
To allow staff to make changes to My Planner:
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Allow Staff to Assign Keys
| Many pet sitting businesses like staff to be able to assign or reassign keys from themselves to others in the team. However, you may also have junior staff or new hires who you don't want to have the responsibility to reassign keys. This permission is always switched ON by default when you create a new staff, but you can switch it OFF on an individual basis. To allow staff to assign keys:
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Allow Staff to Request Time Off
| In their Staff Dashboard, staff have an option to request time off from work. You can choose to switch this permission ON or OFF on an individual basis. Staff must then wait for you to approve (or decline) their request for time off. You can choose to switch this option OFF for ALL staff if you use an alternative method of recording staff time off. To allow staff to request time off:
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Make a Staff record Inactive when they leave
| When a staff member leaves your business, this option allows you to make the staff record inactive so it is removed from certain scheduling lists. To make a staff inactive or active:
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Show Support Widget on Mobile
| Subject to Permissions determined by an Administrator, Staff can enable/disable the Pet Sitter Plus Support Widget on a mobile device. To enable the Support Widget on a mobile device: Navigation: Admin > Settings > Company Settings
Detailed instructions.... |
Disable a Staff Member's Login
| When a staff member leaves your business, this option allows you to remove their access to Pet Sitter Plus. To disable a staff login:
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