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Staff Permissions

To give businesses more control, Owners and Primary Owners can configure which individual staff members can send public notes, add/mange pay rates, and add payroll items for a staff member.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ❌Manager, ❌Staff, ❌Limited Staff

Reporting Access

To give a staff person access to your Pike13 business and/or financial reports:

  1. Click on Staff at the top of any page.
  2. Choose the staff member you would like to give additional reporting access to.
  3. In the right hand menu under Advanced Actions, choose Allow Basic Reporting Access and/or Allow Financial Reporting Access.

Send Public Notes

  1. Go to Settings and select Staff Permissions

  2. Select Change next to Send Public Notes.

  3. Toggle the switch to on for staff you want to send public notes and off for those you don't.

 

Note

Limited Staff and Public Notes

As an owner, you can grant permission for Limited Staff Members to send public notes to clients. By default, limited staff can only leave private notes. You can access this through Settings -> Staff Permissions.

Add/Manage Pay Rates

Manage Pay Rates allows your Managers, Owners and Primary Owners to set up and manage pay rates for your services and staff.

  1. Go to Settings and select Staff Permissions

  2. Select Change next to Manage Pay Rates

  3. Toggle the switch on for Managers, Owners or Primary Owners who you want to have access

 

Note

Pay Rates and Visibility

Pay Rates are only shown to managers with this permission enabled on the Staff tab or in Advanced Settings. They cannot see pay rates in the services.

Add Payroll Items

The Submit and View Pay Items section gives Managers, Owners and Primary Owners the option to add pay rates to other staff profiles.

  1. Go to Settings and select Staff Permissions

  2. Select Change next to Submit and View Pay Items

  3. Toggle the switch on for Managers, Owners or Primary Owners who you want to have access

For more information on roles and permission, please see our Pike13 Permission Guide.