In order to ensure all staff are using the same consultation templates across your business, you as the business owner have the ability to gate the editing and creation of templates to a select group of people; or even just yourself. In this guide you will learn how to create a restricted staff view in the Consult app, so that all other staff who login will only see a special restricted view.
Step-by-step instructions
1
In the Consult app, head to the consultation template you'd like to restrict or share.
2 From here, click the cog icon in the top right hand corner.
3
This will open the form settings as seen below, where you can select to either share with your business or restrict permissions by using the slide button.
4
When you're ready, you can click save.
Why is a restricted staff view useful for my business?
A
The restricted view is a great option if you’re allowing clients to input their own details on a salon device. It removes any templates that aren’t relevant to your business and reduces the risk that a client will fill in the wrong template, or accidentally alter or delete important information.
B
By restricting permissions you reduce the risk of templates being edited without your knowledge, or accidental changes being made. This way you can keep a close pulse on what templates you have, and how these evolve with your business.
What can restricted staff access and edit?
- Staff using the restricted view can only use templates that have been shared with the business by the Business Owner. Templates can be shared with staff by editing a template > tapping the cog and then selecting “Share with Business”.
- Staff on the restricted view may complete consultations, look up client details and sync completed consultation back to timely (where the business has access to these features) as well as access completed and in progress consultations saved to that device.
- If a business owner wishes to have another staff member create or edit a template to share with the business, they can login to a shared device. Staff logged into Consult with the business owners credentials will not be able to access or make any changes to Timely. Once the consultation template has been shared with the business, login to Consult as a non-business owner to reactivate the restricted view.