INTRODUCTION
Improved options for providing selected pet sitters with access to more information and greater levels of functionality.
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A new "SITTERS" tab at client level means you can add an unlimited number of "approved" pet sitters to any client record, potentially giving those sitters access to the file.
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Introducing "View", "Update" and "Scheduling" rights that can be set independently assigned to each Pet Sitter.
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It is now possible to restrict access such that pet sitters can only view or update client information when they are assigned to the SITTERS tab for that client.
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It is now posible to further restrict access such that pet sitters can only view or update client information when they are the primary sitter for that client.
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New "team admin" role gives access to additional functionality such as scheduling to selected pet sitters.
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Scheduling is made simpler when approved team members appear at the top of the list of sitters when scheduling work with an option to choose a non team member if required.
To use this feature, click ADMIN > SETTINGS > Staff Access and make sure that the checkbox "Hide Teams Show Sitters" is checked.This means the old "Teams" field will disappear on the client record and a new SITTERS tab will appear under each client record. then set the value of the other options as required.
Click ADMIN > STAFF and choose a staff member. Click teams and set the access rights as appropriate;
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Leave all three boxes unchecked to grant no additional access rights to the selected pet sitter. Access will remain as is.
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Check the "can see client data" box and the CLIENTS tab will become available for the selected pet sitter in their staff interface.
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The selected pet sitter will now be able to view clients irrespective of whether they have a job assigned for that client or noe.
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Overall rights to view certain clients will be further limited or granted by the settings in ADMIN > SETTINGS > Staff Access.
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Check the "can update client data" box and it will now be possible for the selected pet sitter to update client information available under the CLIENTS tab.
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The update functionality will also be available when drilling into a client record from the jobs list or the diary.
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Overall rights to view certain clients will be further limited or granted by the settings in ADMIN > SETTINGS > Staff Access.
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Check the "Team Administrator" box and it will now be possible for the selected pet sitter to update client information available under the CLIENTS tab.
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The update functionality will also be available when drilling into a client record from the jobs list or the diary.
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Overall rights to view certain clients will be further limited or granted by the settings in ADMIN > SETTINGS > Staff Access.
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Click on the presentation for more information.