<      Options < How do I Hide Service Detail in the Schedule from a Junior Administrator?

If you have ​a junior administrator that sometimes schedules work for you, but you would like to prevent this person from being able to view financial information including staff compensation, you can prevent them from being able to view these service details.

This setting controls the service detail in:

  • Schedule List view

  • Schedule Column view

  • The Schedule tab in a client record

  • Any Service Order

The level of service detail visible to your Junior Admin will be:

  • the most basic view of the Schedule, displaying no links to quotes or invoices, and no financial information, but it WILL include any staff or invoice notes.

 

ON DESKTOP:

Navigate to Admin > Users > All Users 
STEP 1​​

  • Select the Junior Administrator user account, and click on their role "ADMIN".

settingsv6-junadmin-users1.jpg
STEP 2​​

  • Change the Junior Administrator permissions to prevent them viewing the financial service details by toggling the switch to "OFF"

  • Click "Update".

settingsv6-junadmin-users2.jpg
With "Show service detail" set to OFF in the Schedule

  • The level of detail in the Schedule is set to the mid point (financial detail is hidden but staff notes are visible.

  • The detail control (which allows you to change views to see more detail) is removed.

  • The Schedule is effectively “locked down” to only show the minimum detail required for scheduling.

settingsv6-junadmin-sched3.jpg
Editing Services with "Show service detail" set to OFF in the Schedule

  • On editing a service from the Schedule (List or Column View), or from within a Service Order, the level of service detail is set to the minimum (which means thatfinancial information is not visible including in the edit screen).

settingsv6-junadmin-sched4.jpg
With "Show service detail" set to OFF in the Service Order
  • The level of detail in the Service Order is set to the mid point (financial detail is hidden but staff notes are visible.

  • The detail control (which allows you to change views to see more detail) is removed.

  • The Service Order is effectively “locked down” to only show the minimum detail required for scheduling.

settingsv6-junadmin-order5.jpg
Editing Services with "Show service detail" set to OFF in the Service Order
  • On editing a service from within a Service Order, the level of service detail is set to the minimum (which means thatfinancial information is not visible including in the edit screen).

settingsv6-junadmin-order6.jpg

ON MOBILE:

STEP 1​​

  • Tap the Navigator, and select Admin > Settings > Schedule Settings > Default Service Detail  

STEP 2

  • Change the Junior Administrator permissions to prevent them viewing the financial service details by toggling the switch to "OFF"

  • Tap "Update".

With "Show service detail" set to OFF in the Schedule

  • The level of detail in the Schedule is set to the mid point (financial detail is hidden but staff notes are visible.

  • The detail control (which allows you to change views to see more detail) is removed.

  • The Schedule is effectively “locked down” to only show the minimum detail required for scheduling.

 

Editing Services with "Show service detail" set to OFF in the Schedule

  • On editing a service from the Schedule (List or Column View), or from within a Service Order, the level of service detail is set to the minimum (which means thatfinancial information is not visible including in the edit screen).

 

With "Show service detail" set to OFF in the Service Order
  • The level of detail in the Service Order is set to the mid point (financial detail is hidden but staff notes are visible.

  • The detail control (which allows you to change views to see more detail) is removed.

  • The Service Order is effectively “locked down” to only show the minimum detail required for scheduling.

 

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Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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