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How do I set which Employees can perform which Services?

Setting which Employees can perform which Service can be done from two places:

  1. Service Settings
  2. Employee Settings

1. SERVICE SETTINGS:

Choose Manage > Services > List, click the Edit icon, click Employees tab

Use the Enabled****checkbox against each Employee to select/deselect if this Service can be performed by each employee.

To select/deselect all Employees, use the on/off toggle   

how-do-i-set-which-employees-can-perform-which-services

Click Save

2. EMPLOYEE SETTINGS

Choose Manage > Employees > List, click the Edit icon, click Services tab

Use the Enabled****checkboxagainst each Service to select/deselect if this Employee can perform each Service

To select/deselect all Services, use the on/off toggle 

how-do-i-set-which-employees-can-perform-which-services

Click Save

For information on overriding Service settings for a specific Employees, see: How do I override the settings of a specific Employee/Service combination?

From the Manage Screen tapEmployees, then tap on the Employee name

Scroll down to view the list of availableServices

To find out how to add a Service see How do I add a new Service?

Slide the Enabled button to the right to enable that Service for this Employee

You can disable a Servicefrom anEmployee by sliding the button back to the left

how-do-i-set-which-employees-can-perform-which-services

Tap Save

Setting which Services an Employee can perform can be done in 2 ways:

1. When adding a New Employee

See How do I add a new Employee?

Scroll down to the Services section and using the Can Perform slide buttons, enable the relevant Services for this Employee:

how-do-i-set-which-employees-can-perform-which-services

Changes made here take effect immediately and can be edited at any time

Tap Save once you have made your selections

2. By Editing the Details of an Existing Employee

From the Manage screen, tapEmployees and locate the relevant Employee from your list

Tap on the Employee name

To view existing Services only, tap theSERVICES tab:

how-do-i-set-which-employees-can-perform-which-services

To edit Services for this employee, tap EDIT in the top right-hand corner of your screen

Scroll down to the Services section and make necessary changes using the Can Perform slide buttons

Tap Save once you have made your changes


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