Staff Permissions
Staff members in your company can have one of four roles: Trainee, Staff/User, Manager, 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
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
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
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
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."
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
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
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.