Setting an Employee's permissions can be done in 2 ways:
1. When adding a New Employee
Scroll down to the Permissions section and using the slide buttons, nominate your Employee's permissions':
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
Tap Manage > Employees and locate the relevant Employee from your list
Tap on the Employee name
To view existing Permissions only, tap the PERMISSIONS tab:
To edit permissions, tap EDIT in the top right-hand corner of your screen
Scroll down to the Permissions section and make necessary changes using the slide buttons
Tap Save once you have made your changes
The Employee can edit their own roster
|Allow Team Roster||The Employee can view and edit all Employee’s rosters|
|Allow Team Scheduling||The Employee can create, view and edit appointments for all Employee’s, as long as their Allow Modify Schedule permission is enabled|
|Allow Modify Schedule||The Employee can create, view and modify their own appointments|
|Allow Team Reporting||The Employee can view all reports|
|Allow Team Sales||The Employee can create, view and edit all Employee’s sales.|
|Allow Full Custumers||The employee can view the Customer list|
Select All for complete access to all Customers
Select With Previous Reservations to limit access to Customers who have had previous bookings with them
|Customer Detail||This setting specifies what this Employee can do with the customer profile: |
None (cannot open Customer file);
View [read only] (can only view the customer file;
Edit [read-write] (can view and edit the customer file)
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