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Configure employees' permissions
Configure employees' permissions

To configure employees' permissions, perform the following steps:

Patrick GOrendezvous avatar
Written by Patrick GOrendezvous
Updated over 4 months ago

1. Click on Account Settings

2. Click on Employees & Services

3. Select the desired employee

4. Click on Permissions

5 to 9. Click on the "Yes" option for the desired parameters

10. To know more about the options "Can view all clients in account" and "Can view clients' contact info (email, phone number, etc.)" click here

11. For more information on how deleting clients' charts, click here.

If there are two people in charge of your business, you can use the Account Administrator option to allow a second person to have access to all information.

If your business employs secretaries or assistants, you can give them access to other professionals' schedules by using the Can manage schedule of all employees option.

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