Staff Access Settings

Modified on Tue, 30 Aug 2022 at 04:39 PM

There are a number of settings involved in deciding what type of access you want your staff to have in their Staff Dashboard. Each option below has a link to a more detailed explanation and set of instructions on how to enable or disable the function.

TABLE OF CONTENTS

Allow All Staff to See Client Data
Allow All Staff to Update Client Data
Is Sitter or Teams Right for You?

Allow All Staff to See Client Data

You can choose to allow all your staff to have access to view ALL client accounts, but not necessarily update them. When enabled, the Clients icon appears on the Staff Dashboard to provide access to view all client information.

To Allow All Staff to See Client Data:

Navigate to: Admin > Settings > Staff Access.
Slide the option to ON.
Click "Update."

Detailed instructions....

Allow All Staff to Update Client Data

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.

To Allow All Staff to See and Update Client Data:

Navigate to: Admin > Settings > Staff Access.
Slide the option to ON.
Click "Update."

Detailed instructions....

Is Sitter or Teams Right for You?

Teams and Sitters are two different options for associating staff members with client accounts.

The Sitters tab enables you to associate as many sitters as are needed to a client account. Optional access rights may be granted to the associated sitters.
The Teams option enables you to create pre-defined “teams” of sitters that can easily be associated to a client account. Optional access rights may be granted to the members of the team.

To Hide teams, show backup sitters:

Navigate to: Admin > Settings > Staff Access.
Slide the option to ON.
Click "Update."

Detailed instructions....