Rechten medewerkers inzage klantenfiche/agendahistoriek | Voters

Employee rights to view customer file/agenda history

complete

Barbara

give employees limited rights to their actions on the agenda and view customer records.

July 14, 2020

Barbara

Employees can only see their own column (per login)

Employees can't edit their own appointments or only

Sven Cornelis

marked this post as

complete

Did you know that it is now possible to hide customer data from employees?

This can be done via Settings - Users - Rights - Customers - View and edit all customer data 👍🏻

Sven Cornelis

marked this post as

in progress

Did you know that it is now possible to hide customer data from employees?

This can be done via Settings - Users - Rights - Customers - View and edit all customer data 👍🏻

Barbara

For Steven St-Clayr: employees are not allowed to simply modify/move/change appointments...

Sven Cornelis

Limit rights so that employees are not allowed to enter certain modules, e.g. marketing & HR module

Barbara

For Ellen Denoo:

Employees are not allowed to move appointments/blocks themselves unless they have the right to do so

Sandra Berende

Employees can limit themselves to viewing the agenda only

Barbara

Salon has well-known Dutch people as customers and does not want its employees in the salon to be able to access their telephone number or e-mail address, only the first and last name. This is possible with treatwell, as indicated that we are currently unable to protect it.

Barbara

+ in cooperation with agenda view per employee: only being able to see their column.

Sara Meert

Another request for limited rights; - optional - restrict the rights that they can request the past of the agenda (no history visible to staff in the agenda)

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