Ross Mcroberts: Not yet, no
I want team leads to be able to see other appointments for random inspections
CORRECT!!! Please allow owners to set all things
This would save the owner a lot of work
I just encountered this issue when promoting two of my team members to Team Lead. I wanted them to get access to everyone's schedule so they can perform random quality checks but they will be able to see all the prices. It would be nice to create different roles and get the option to choose who see what.
Linda Barbee: there is settings you can turn off and on so there actually is a way to block them from seeing pricing
Tabatha Pearce unfortunately this isn't one of the settings yet. They can't see the pricing per appointment, but they still have access to EVERYTHING else, invoicing, etc.
Hello I went ahead and was looking deeper into what a manager can see, as I created another user to play around with it. If you go to reports and all invoices they are able to see pending invoices there. Also able to see payroll( and you are able to see other peoples pay). If they look up a client and look at invoices they can see past and over due there as well. I'm hoping that they will not be able to have access to any of this.
I would like to be able to hide all pricing, billing prices, revenue prices and payroll running reports and certain things on the dashboard ( recent unpaid appointments thank you Jenn :-)
I would like to be able to let someone in the office schedule work but not be able to see the revenue side of the business.
We're doing this step by step - we just released the ability to hide appt. prices and revenue from your office managers. Check your calendar settings page!
Amar Ghose: how is it going?
Laryl Monette: We'll be adding to this feature this quarter, working on other things at the moment
Amar Ghose: hey are you guys going to roll out the feature to give Office workers different permissions soon? We are having issues with office staff being jealous by seeing payroll information which they should not technically have the permission to see?
Kaitlyn Richard: You can now hide revenue from office managers. Check your calendar settings page.
We have not moved forward with this yet as it's a very complicated one to implement without introducing bugs. We're working on a testing suite that would help us to catch such issues before we take anything live and after we have that in place we'll be able to consider this feature and others we've been hesitant to move forward with.
Amar Ghose: thank you, reliability of the Zenmaid system should always be the first priority over new feature developments. I'm happy to trade off any new functionality in order to preserve system stability and reliability with the core functionality - calendar appointment management. If Zenmaid can just do this alone great, for me it has ticked all the boxes. Thanks for sharing this update.
Amar Ghose: will this be done soon? Your post on this is from 2019 and it’s almost 2022. Is there a date so we can plan to have team leads and office managers soon without seeing revenue, wages, etc.
I would love for there to be an option on what the office manager can see or do.
when is this happening i only have a team lead and I don't want her to see any of it
I would love for there to be an option on what the office manager can see or do. I dont want them seeing my personal schedule or the company financials or what the other staff make etc. So to have options on what we can allow them to see or do would be great
I need my crew leaders to be able to adjust their schedules. I do not want them to be able to see others wages and payroll though, nor the financials of the company. This would be a huge help in my time management.
OMs should not be able to see company financials
I want to train my cleaner to be the scheduler but I don't want her to see her co-workers pay. So I've been holding off starting her up.
Agreed** ASAP!! I have team leads that I need them to see the rest of the team's schedule and I have to give them full permissions because the system doesn't offer anything else other than limiting them seeing the pricing. They can add appointments or delete appointments and that's just not cool.
This feature is paramount!
Yes.. It's planned!!! Soon?????
@darlene-paquette-front-door-housekeeping: Not going to be done by Christmas unfortunately. We intend to do this but it still has not made the top of our to do list to actually be worked on :-(
Amar Ghose: really looking forward to this option. Hoping it's coming before christmas? "All I want for Christmas is a level option for my staff"
I completely agree. Payroll should not be able to be viewed by everyone
woohooo thank you :D
YES please do this. This would change my life forever please please please
We need the facility to be hide our pricing from our team leaders. Is this possible ? Thanks