You can choose to allow all your staff to have access to view and update ALL client accounts. When enabled, the Clients icon appears on the Staff Dashboard that provides access to all client information. From the client account, the sitter can edit and update it.
Access to update client data is granted:
- whether staff are associated with individual client accounts or not.
- settings made individually in staff permissions are overridden by this setting.
Tip: If you are not sure you want staff to be able to update client information, see Allow All Staff to See Client Data to remove the ability to update and save edits.
How Can All My Staff See and Edit All Client Information?
Navigation: Admin > Settings > Staff Access
- Switch ON "Allow staff to see all client data."
- Switch ON "Allow staff to update all client data."
- Click "Update."
- When in the client account, "Update" is available on all screens enabling staff to update client information.
- Staff can make a change and click "Update" to save.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article