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:
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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:
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Is Sitter or Teams Right for You?
Teams and Sitters are two different options for associating staff members with client accounts.
To Hide teams, show backup sitters:
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