Staff Member Access

A staff member/user is a member of your company that has limited access to your company and customer database. They only have access to the information and tools required to do their job properly. Staff members can be upgraded to an admin or office manager at any time (and downgraded as well). You can also update certain permissions for staff/users in Staff Permissions

In This Article


Staff/users login to the same dashboard that you as an admin do, however, it is a significantly more limited view with much more strict permissions enforced.

Staff/users have access to the following:


Clients

Staff/users have access only to the clients that they have at least one scheduled event for. This prevents sitters from getting access to your companies entire client database.

Staff/users can view contact information for the client and send them messages through the Conversation Feed. They can also see their service history, but not any of the client’s financial information including invoices. Staff/users can access the client’s pet information (and update it). They can also upload documents for the client and see previously uploaded documents. They cannot schedule new services for the client.

Image of Client section of staff dashboard


Schedule

Staff/users can see their own schedule (i.e events that they are assigned to). They cannot modify the time or details of their assigned events, but they can see these details. 

If you want your staff/users to be able to see the entire company calendar (excluding details of clients they are not assigned to/marked as a preferred sitter for), you can enable this in Staff Permissions

Image of the My Schedule section of the staff dashboard

Staff/users can request time off from their schedule. Staff/users that request time off will be shown as unavailable if you attempt to schedule them when they have requested time off, however, as the admin you can still override the request. They can also clock in for shifts and track their mileage from this view.

Finally, if the admin has enabled the Calendar Integration, staff members will be able to sync their personal calendars with their Time To Pet calendar by selecting the " Calendar Integration" option.


Documents

In the Documents section, staff members can view and download any documents that have been uploaded by the admin, such as an Employee Handbook.

Image of the documents section of the staff dashboard


Messages

Staff/users can view and send messages to the admin team from their Conversation Feed in the Messages section. 

Image of the messages section of the staff dashboard


Pay Details

Staff/users can see any pay stubs/invoices that you have generated for them as well as how much they are paid for each service they perform. They can also view tips they have made from this screen as well as 

Image of My Pay section of staff dashboard

Time & Mileage tab on the My Pay section of the staff dashboard


Edit My Info

Staff/users can edit their own contact information and update their password. They can also manage notifications if these permissions are enabled by an admin in Staff Permissions

Edit my info page of the staff dashboard


Modifying Staff/User Role

To change the role for a staff member: 

  1. Login to your Dashboard.
  2. Using the sidebar navigation select “Staff” or "User".
  3. Locate the staff member/user in the list and click their name.
  4. Click on the blue "Quick Actions" button and click the “Edit" button.
  5. Scroll down to the bottom under "Permissions" and find the drop down menu labeled “Role”.
  6. Change this to the new role and click the button labelled “Update Staff Member”.

Permissions section under staff profile showing dropdown menu to change the role for the staff member


Force Logout

Force Logout is an additional security measure for staff that can be found under the "Quick Actions" menu. This will log the staff member out of Time To Pet on all of their devices.

Image of the quick actions menu with force logout option highlighted

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