Staff Permissions

Staff members in your company can have one of four roles: TraineeStaff/UserManager, 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.

In This Article

Note: Trainees and staff/users 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 walkers only need a minor oversight and can post directly to the client's conversation feed.

Check out a short video from our Onboarding Team on the Staff Permissions section!


Staff/Users

View of staff permissions

Manage Own Notifications

If checked, you can turn on/off notifications from Time To Pet.

Staff: Defaults to Yes, Can be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Manage Staff/Users

Includes the ability to create and edit existing staff. Can only edit staff at their level or below. For example, office managers can only edit other office managers and staff.

Staff: Defaults to No, Cannot be edited.

Manager: 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.

Staff: Defaults to Yes, Can be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Can be edited.

Approve Time Off Requests

Can approve/reject time off requests.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Generate Own Pay Stubs/Generate Own Invoices

Whether or not staff can generate their pay stubs.

Staff/User: Defaults to No, Can be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.


Clients

View of staff permissions as it applies to clients

Manage Client Keys

Can assign and unassign keys for clients they have access to.

Staff: Defaults to No, Can be edited.

Manager: Defaults to Yes, Cannot be edited.

Admin: Defaults to Yes, Cannot be edited.

Edit Client Details/Pets

Can edit the details/pets of clients they have access to.

Staff: Defaults to Yes, Can be edited.

Manager: Defaults to Yes, Cannot be edited.

Admin: Defaults to Yes, Cannot be edited.

See All Clients

Can see the entire client list and not just clients they have been scheduled for.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Cannot be edited.

Admin: Defaults to Yes, Cannot be edited.

Add New Clients

Can add new clients.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Cannot be edited.

Admin: Defaults to Yes, Cannot be edited.

Post Messages Without Approval

Can send messages to the client without needing approval first.

Staff: Defaults to Yes, Can be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Can be edited.

Private Message With Clients

Can send and view private messages to the client without needing approval first. This option will only be visible if Private Messaging has been enabled in Portal Settings.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to No, Can be edited.

Admin: Defaults to Yes, Can be edited.

Approve Messages

Can approve messages that require approval.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Approve New Clients

Can approve clients that create their own accounts.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

View Client Schedule

If staff has access to client and this is checked, they can see the full schedule, including events assigned to other staff.

Staff: Defaults to No, Can be edited.

Manager: Defaults to Yes, Cannot be edited.

Admin: Defaults to Yes, Cannot be edited


Services/Packages

View of staff permissions as it applies to services and packages

Manage Services

Can create and edit services.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Manage Packages

Can create and edit packages.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.


Scheduling

View of staff permissions as it applies to scheduling

Read Only Company Calendar

If checked, they can see the entire company calendar (read-only) when viewing My Schedule.

Staff: Defaults to No, Can be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

To access the company calendar when enabled, staff can visit their My Schedule page on the website dashboard and change the "Company Calendar" dropdown to "Show."

Image Showing How To Enable The Company Calendar On My Schedule Page

Can View Company Time Off Calendar

If checked, can see the approved time off requests from your entire company.

Staff: Defaults to No, Can be edited.

Manager: 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.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Cannot be edited.

Admin: Defaults to Yes, Cannot be edited.

Manage Templates

Can create and edit existing Templates.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Manage Schedule Blocks

Can create and edit existing schedule blocks.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Configure Scheduler

Can make changes to the Scheduler configuration.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to No, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Complete Events Without Message

Can mark events complete without leaving a message.

Staff: Defaults to Yes, Can be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.


Invoicing

Manage Invoicing

Can manually update invoices and perform bulk invoicing.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Charge Client Cards

Can charge a client’s card.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Configure Invoices

Can configure invoice settings.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to No, Can be edited.

Admin: Defaults to Yes, Cannot be edited.


Reporting

View of staff permissions as it applies to reporting

Reporting – Schedules

Has access to the Schedule tab in Reporting.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to Yes, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Reporting – Revenue

Has access to the Revenue tab in Reporting.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to No, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Reporting – Sales

Has access to the Sales tab in Reporting.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to No, Can be edited.

Admin: Defaults to Yes, Cannot be edited.

Reporting – Clients

Has access to the Clients tab in Reporting.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to No, Can be edited.

Admin: Defaults to Yes, Cannot be edited.


Messages

View of staff permissions as it applies to messages and bulk emailing

Bulk Email Clients

Has access to the Email Clients tab in Messages.

Staff: Defaults to No, Cannot be edited.

Manager: Defaults to No, Can be edited.

Admin: Defaults to Yes, Cannot be edited.


Next Help Article: Time Tracking & Mileage Tracking

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