Scheduler/Staff
AnsweredI have a client who is wanting to sign up with a THRYV BC Pro. This is a salon type business and she has several staff members. She is looking at the calendar and wants to make sure that her other staff members are not able to see the each other's clients. Is this possible? She has had issues in the past of staff taking her clients when they leave the business.
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Official comment
Hi Bridgett,
That is a great question! Within Business Center, a business owner can manage staff roles and permissions. When the stylists are assigned the "user" role the preferences can be updated to only view customers and conversations that are assigned to that staff member. To do this, navigate to Settings>Staff>Edit your staff member(s)>Advanced>Roles & Permissions> Uncheck the box to show client cards that are not assigned
For more information check out this article: https://learn.thryv.com/hc/en-us/articles/360045521911-Staff-Role-Permissions
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