Granular Manager Permissions
in progress
Adam Smith
Page Permissions for Manager accounts now control both which pages a manager can access and what they can do on each page.
Include
Granular Manager Permissions
through PPC Labs
, then open Staff
and add or edit a Manager account. Under Permissions
, each page can be configured as:- Add, Change, Delete & Export:Full access to the available actions on that page.
- View Only:The manager can view the page and its records without making changes or exporting information.
- Custom:SelectAdd,Change,Delete, andExportindividually.
For example, a manager can be allowed to add and change scheduling information without deleting it, or view billing information without exporting it.
Permissions apply to the actions performed from each page. Copying and importing records are treated as
Add
, while edits and other operational updates are treated as Change
. Restricted actions are removed from the interface and also prevented when accessed directly.Selecting
All Pages
gives the manager Add, Change, Delete & Export
access by default, while individual pages can still be customized.Managers can always manage their own availability. The permissions selected for
Availability
determine what they can do with availability belonging to other staff.These controls do not expand the information a manager can access. Existing restrictions involving financial information, dates, locations, and other record visibility still apply, and
Export
only includes information the manager can already view.Existing Manager accounts retain their current page access and default action access until their Page Permissions are customized. Administrator permissions are not affected.
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Adam Smith
updated the status to
in progress
Now available in PPC Labs
Adam Smith
updated the status to
planned
F
Felicia Norman
Yes we could use this. There are certain monetary settings we would like managers to see and they are not able to at this time, or do things like add tips and then run a credit card. We would also like a field manager to be able to see client fields but not necessarily be able to move visits around.
Fiona
This would be useful for all account levels. I currently have all my sitters as managers as that's the only way they can see everyone's availability and key information.
J
Julie Gonzalez
This sounds like it would be a great feature to add.
Samantha 514-717-6257 (She / Her) Havill
This would be a GAME CHANGER for me!! I vote yes!