The options set out below illustrate a typical set of access permissions for a Senior Admin (who is an office based administrator and does not deliver any pet sitting services to clients.) You can of course adjust the options you choose as, in practice, these may vary to those shown depending on the role and responsibilities of your administrator. The video contains an explanation of what the role of Super User is for and should be followed carefully.
Understanding Staff Permissions:
Staff Permissions allow you to fully customize the functionality available to particular staff roles within your business. Staff who are assigned work require the staff interface to complete their duties. Senior trusted staff may also require more access to certain scheduling or admin functions, particularly if they look after a team of sitters. In essence, Staff Permissions control which functions you give staff access to; the Interface Permissions control which modules staff can see.
Understanding Admin Permissions:
Admin Permissions allow you to fully customize the functionality and access available to particular admin roles within your business. Admins are usually key roles in the running of the business and need access to all or most areas of the software to do their job. Junior admin roles require a reduced set of functions and some areas would need to be restricted for this role. In essence, Admin Permissions control which functions you give staff access to; the Interface Permissions control which modules staff can see.
Example Role Permissions
What Core Permissions should I set for a Senior Admin role?
Navigation: Admin > Staff > select Staff Name > Permissions > Staff Permissions
- Switch ON to these permissions for a Senior Admin role.
- Click "Update" to save changes.
What Interface Permissions should I set for a Senior Admin role?
Navigation: Admin > Staff > select Staff Name > Permissions > Interface Permissions
- Switch ON to these options for a Senior Admin role.
- Click "Update" to save changes.
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