< Users < Add Company Administrator

 

Navigate to ADMIN > USERS > ADD COMPANY ADMINISTRATOR

In this section you will learn how to grant a user with the role of "company administrator" so that they have access to all functions of the system.

Your administrator access levels are:

  • Block access to all USER MANAGEMENT functionality such that a given user is unable to create login information for anyone. Typically a new starter in a junior admin role.

  • Grant access to ADD STAFF LOGIN but revoke access to ADD COMPANY ADMINISTRATOR such that a given user can create pet sitter logins (who themselves have limited access) but cannot create administrator logins (who have global access). Typically a more trusted junior admin role.

  • Grant access to both ADD STAFF LOGIN and ADD COMPANY ADMINISTRATOR. Typically a trusted senior admin role or business owner.

 

How do I add an administrator login?


Unlike a staff login, an administrator of the system is not necessarily a pet sitter and does not necessarily perform pet sitting duties (although they often do). So it follows that an administrator does not need to be linked to a person in the staff list. For this reason, the process to create an administrator involves one less step than the process to create a staff login. 

 

  • Click "Add Company Administrator".

  • Enter an email address for the new administrator.

  • Then add a password (which can be anything you like).

  • Note that if your staff member has already been granted staff login rights, then you must use the same email and password here (as you used when you granted them staff login rights). 

When would I need both an administrator login and a staff login?

 

You first need to understand how Pet Sitter Plus "knows who you are". This usually occurs when you want to use the {STAFF_} merge codes and find they are not populating as you wanted them to.

 

As an example scenario, you might be an administrator who can access many parts of the system for reporting etc. without having to email any clients. In this case a simple admin login is all that is required.

 

HOWEVER, if you also want to communicate with your clients by emailing them and using the {STAFF_} merge codes, you MUST have BOTH an "admin" and "staff" login with the same login details and email address. Otherwise the system "doesn't know who you are". 

 

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ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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