Configure employees' permissions
To configure employees' permissions, perform the following steps:
- Click on Account Settings
- Click on Employees & Services
- Select the desired employee
- Click on Permissions
5.- 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
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.
