You may wish to allow a senior and trusted administrator to be able to export your client list, and download it as a CSV spreadsheet.
Note: As the business owner, you can restrict the levels of Admin access you grant, depending on whether the staff member has a Senior Admin or Junior Admin role.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
How Can I Grant Admin Rights to my Staff?
Navigation: Admin > Staff > select Staff Name > Permissions > Staff Permissions
- Switch ON to allow a senior admin to export your client list.
- Click "Update" to save changes.
When this permission is switched ON, your staff member will be able to see the "Export" button so they can export your client list.
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