Admin Permissions

Modified on Thu, 27 Oct 2022 at 10:55 AM

Admin Permissions allow you to fully customize the levels of access available to particular Admin staff roles within your business. In essence, Admin Permissions control what staff can "do"; the Interface Permissions control what 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 Admin Permissions do?

Navigation: Admin > Staff > Permissions > Staff Permissions


What can this staff see?


Grant Admin Rights to your Admin staff

Allows access to aspects of functionality in Pet Sitter Plus that are required to run the business on a day-to-day basis. 

This can include access to:
  • Scheduling
  • Invoicing
  • Reporting
  • Staff Management
  • Admin Management

To grant admin rights to a staff member:
  • Navigate to: Admin > select the Staff > Permissions > Core Permissions.
  • Switch option to ON.
  • Click Update.




Allow Admins to View any Financial information

Limit who can and cannot see the financial aspects of your business. 

Most Admin roles will need access to various areas of the system such as scheduling, client acounts and invoicing. This permission should be switched OFF for a junior staff who wants to schedule work, but you want to "hide" all financial information from, such as pricing, staff pay, tips and invoices/quotes.

To allow Admins to see any financial information:
  • Navigate to: Admin > select the Staff > Permissions > Core Permissions.
  • Switch option to ON.
  • Click Update.




What can this staff do?


Allow Admins to Export Clients

Allows a senior and trusted administrator to be able to export your client list, and download it as a CSV spreadsheet.

To allow Admins to export all Client information:
  • Navigate to: Admin > select the Staff > Permissions > Core Permissions.
  • Toggle option to ON.
  • Click Update.




Permissions Super User role

This role is reserved for the business owner and a business partner if you have one. The Super User permissions give you the ultimate control over your Pet Sitter Plus account, so granting these rights to another person should be considered carefully. 

Every system must have at least one Super User.

WARNING: Permissions Super Users are able to revoke all system access rights for other Permissions Super Users. If you grant this access to another staff member, you must be sure they a) need the extra permissions and b) that they are highly trusted. Another Super User can lock you, the business owner, out of your own system.

To grant a Super User role:
  • Navigate to: Admin > select the Staff > Permissions > Core Permissions.
  • Switch option to ON.
  • Click Update.




Allow Admins to Manage Staff Permissions

An Admin can be allowed to make changes to another staff member's permissions. This is useful if your Admin has responsibility to manage your team of staff who are working in the field.

To allow Admins to manage staff permissions:
  • Navigate to: Admin > select the Staff > Permissions > Core Permissions.
  • Switch option to ON.
  • Click Update.




Allow Admins to Manage other Admins' Permissions

An Admin can be allowed to make changes to another Admin's permissions. This is useful if they are a Senior Admin with responsibility for managing all staff and admins.

Note: This option is only visible if "Staff Management" has been switched ON.

To allow Admins to manage Admin permissions:
  • Navigate to: Admin > select the Staff > Permissions > Core Permissions.
  • Switch option to ON.
  • Click Update.



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