You can now restrict a staff member from making changes in your Full Slate account. Do you have an employee who needs access to Full Slate but is not authorized to book or modify appointments or edit client details? Now you can provide them with access to your Full Slate account without giving them the ability to make modifications.
You can choose to provide an employee access to all staff schedules or only to their own schedule, while restricting their ability to make changes.
To restrict an employee from making changes, add them as a provider under Setup > Staff and select “Yes, to all schedules, cannot make changes” or “Yes, to own schedule, cannot make changes” under the “Allow this staff member to log into Full Slate?” setting. Then click ‘send invitation’ to invite them to access your account.
For further details on staff access levels, please click here.
Did you know you can assign different access levels to staff with Full Slate accounts? Here’s how…
Go to Setup > Staff and either select an existing staff member or create a new one. Next to “Allow this staff member to log into Full Slate?” click the drop-down to see available access level options. You may choose:
- Yes, with full access – This level is equivalent to ‘administrator’ privileges and includes access to all staff schedules, clients, messages, web tools, and account settings. An account has to have at least one staff member with full access, but you can assign it to others if you want to share responsibility for maintaining the account.
- Yes, to all schedules – This level allows a staff member to make appointments for other staff members, but they can’t view or change account settings. It works well for a receptionist or front office coordinator who manages the appointment book.
- Yes, to own schedule – This level allows a staff member to view and manage their own hours and appointments. They can’t see schedules of other staff and can’t see a full list of clients. They also can’t see account settings.
- No – Set the account to this level if you don’t want the staff to be able to login to Full Slate at all. Clients may still schedule with them (if they are set to perform services) and they can receive appointment notifications, if desired.
Also, when setting up new staff, be sure to click ‘send invitation’ if you want them to be able to log into Full Slate. This will send them an email with a link to create a password and log in.