<     Staff Access < Can See Client Data

The options in the “Staff Access” section are designed to expand or restrict the scope of functionality and information available to particular staff member using Pet Sitter Plus.

 

Enabling “Can See Client Data” provides the associated staff member with access to a Clients icon in their staff interface.

 

This means that any given staff member can now access client information even if they have not been assigned a service for that client. However, they can only "see" client data, not make any amendments.

 

This additional functionality can be available for “all clients” or for a subset of clients according to the setting found under Restrict to clients of assigned teams.

ON DESKTOP:

Navigate to Admin > Staff > select Staff Name > Staff Access

STEP 1​​

  • Slide the toggle switch to ON for "Can See Client Data".

  • Click "Update".

staffv6-access-see1.jpg

Staff can access a client record by clicking on the client’s name associated with a service

or

by clicking on the Clients icon in the menu.

Staff can search for a client or view all clients.

 

Note that the Clients icon is only visible dependent on other settings in Pet Sitter Plus. See more information on Can View Client Data in this section.

staffv6-access-see2.jpg

ON MOBILE:

STEP 1​​

  • Tap the Navigator, and select Admin > Staff > select Staff Name > Staff Access

STEP 2

  • Slide the toggle switch to ON for "Can See Client Data".

  • Tap "Update".

Staff can access the client's list by tapping on the Clients icon in the menu.

 

Note that the Clients icon is only visible dependent on other settings in Pet Sitter Plus. See more information on Can View Client Data in this section.

Staff can access a client record by clicking on the client’s name associated with a service.

Staff can search for a client or view all clients.

Note that viewing Clients is only available dependent on other settings in Pet Sitter Plus. See more information on Can View Client Data in this section.

This additional functionality can be made available for “all clients” or for a "subset of clients" according to the setting found under Restrict to clients of assigned teams.

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