Creating a New Staff Profile Configuring Staff Permissions and Access

Go to your RunLoyal staff portal on a Google Chrome browser. **All settings-related items must be updated while on a desktop or laptop.

  1. 1. Click on "Settings"

    Click on "Settings"

  2. 2. Navigate to "Business Setup"

    Navigate to "Business Setup"

  3. 3. Click on "Staff Management"

    Click on "Staff Management"

  4. 4. Click on "Add Staff"

    Click on "Add Staff"

Personal Details

  1. 5. First Name, Last Name, Email, and Phone Number: Enter the required information for the new staff member.

    First Name, Last Name, Email, and Phone Number: Enter the required information for the new staff member.

  2. 6. Save & Next: Click this button to proceed to the next step.

    Save & Next: Click this button to proceed to the next step.

Permission & Access

  1. 7. Permission: Select the appropriate permissions for the staff member.

    1. Organization Admins(OA):

      1. Create and manage Service and Pet Configurations for all locations.

      2. Can add or select configurations under different locations.

      3. Create Location Admin users and assign them to multiple locations.

    2. Location Admins:

      1. Limited Access: Can select options defined by OAs and make changes for their location and other locations with similar access.

      2. View Only: Can see all settings but cannot make changes.

    3. Staff:

      • If mapped to the default 'STAFF GROUP,' has access to everything except Settings and PawMetrics.

      • Can have customized permissions by creating and selecting a custom Staff Group.

    Permission: Select the appropriate permissions for the staff member.

  2. 8. Assign the staff member to the relevant staff group.

    Assign the staff member to the relevant staff group.

  3. 9. Specify the locations the staff member can access.

    Specify the locations the staff member can access.

  4. 10. Access Preferences: Check the desired access preferences, including Calendar and To-Do area.

    • Access and Preference:

      • Allow Staff App Access: Enable staff to use the staff app.

      • Limit Access to Within or Near Your Facility (Geo-fencing): Restrict staff to access to within or near the facility's geographical boundaries.

    • Calendar and To-Do:

      • Show in Staffing Calendar and Calendar: Displaying the staff in both the staff calendar and the general calendar.

      • Show in To-Do: List assigned appointments in the to-do list and allow for appointment assignment.

      • Display Only Their Own Calendar: Show only the individual staff member's calendar under the "Calendar -> Staff" section.

    Access Preferences: Check the desired access preferences, including Calendar and To-Do area.

  5. 11. Click on Save & Next to proceed to the next step.

    Click on Save & Next to proceed to the next step.

Service Related

The section below can be skipped if you are not using slot-based scheduling in your staff-based service. The slot duration (in minutes) specified here will override the slot duration set under services

  1. 12. Maximum Pets per Day: Set the maximum number of pets the staff member can handle daily.

    Maximum Pets per Day: Set the maximum number of pets the staff member can handle daily.

  2. 13. Slot Duration: Define the duration of each service slot for the staff member.

    Slot Duration: Define the duration of each service slot for the staff member.

  3. 14. Services: Select the services the staff member is authorized to perform.

    Services: Select the services the staff member is authorized to perform.