Enabling “Can Create Clients” provides the staff member with the ability to create a client account.
This means that any staff or Admin with this permission can now create a new account for a client BUT they can only complete the rest of the client information and save it if they have the permission Can Update Client Information switched ON.
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 Do I Show the "+ New Client" button from the Client menu?
Navigation: Admin > Staff > select Staff Name > Permissions > Staff Permissions
- Switch ON the option for "Can Create Clients."
- Click "Update."
When a staff is logged in, they can go to Clients and then see the button "+ New."
- Click "+ New" to create a new client account.
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