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Facility: Staff Permissions
Staff members in your company can have one of four roles: Trainee, Tech/Runner, Scheduler, or Admin. The permissions of each of these roles can be customized even further using the Permissions page. Certain permissions are core to a user role and cannot be disabled/enabled.
Note: Trainees and Tech/Runners are operationally very similar and, by default, have the same permissions. The trainee role allows you to segment your staff further, allowing for more customization. For example, it might make sense to approve all messages from new staff members ('trainees'), but your more seasoned staff only need a minor oversight and can post directly to the client's conversation feed.
Staff
Manage Own Notifications
If checked, you can turn on/off notifications from Time To Pet.
Tech/Runner: Defaults to Yes, Can be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Manage Staff
Includes the ability to create and edit existing staff. Can only edit staff at their level or below. For example, Schedulers can only edit other Schedulers and staff.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Request Time Off Without Approval
If checked, requesting time off will not require approval.
Tech/Runner: Defaults to Yes, Can be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Can be edited.
Approve Time Off Requests
Can approve/reject time off requests.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Generate Own Pay Stubs
Whether or not staff can generate their pay stubs.
Tech/Runner: Defaults to No, Can be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Clients
Edit Client Details/Pets
Can edit the details/pets of clients they have access to.
Tech/Runner: Defaults to Yes, Can be edited.
Scheduler: Defaults to Yes, Cannot be edited.
Admin: Defaults to Yes, Cannot be edited.
Add New Clients
Can add new clients.
Tech/Runner Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Cannot be edited.
Admin: Defaults to Yes, Cannot be edited.
Approve New Clients
Can approve clients that create their own accounts.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
View Client History
Schedulers can be given access to the History tab of the client profile.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited
Services/Packages
Manage Services + Spaces
Can create and edit services.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Manage Packages
Can create and edit packages.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Scheduling
Can View Company Time Off Calendar
If checked, can see the approved time off requests from your entire company.
Tech/Runner: Defaults to No, Can be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Manage Scheduling
Can manage scheduled services for the entire company, including approving/rejecting client requests.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Cannot be edited.
Admin: Defaults to Yes, Cannot be edited.
Invoicing
Manage Invoicing
Can manually update invoices and perform bulk invoicing.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Charge Client Cards
Can charge a client’s card.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Reporting
Reporting – Schedules
Has access to the Schedule tab in Reporting.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to Yes, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Reporting – Revenue
Has access to the Revenue tab in Reporting.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to No, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Reporting – Payments & Sales
Has access to the Sales tab in Reporting.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to No, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Reporting – Clients
Has access to the Clients tab in Reporting.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to No, Can be edited.
Admin: Defaults to Yes, Cannot be edited.
Messages
Bulk Email Clients
Has access to the Email Clients tab in Messages.
Tech/Runner: Defaults to No, Cannot be edited.
Scheduler: Defaults to No, Can be edited.
Admin: Defaults to Yes, Cannot be edited.