Staff - Add/Remove Privileges
Staff - Add/Remove Privileges
Below are directions on how to add or remove staff privileges.
Admin Staff have the option to add privileges for Staff Members with the roles of
Client Manager, Staff Manager, and Accountant
Navigate to the staff’s profile and select the priority info section. Scroll down to the Privileges section.
Click the pencil icon to edit Privileges. There you can select the box and a drop down will appear with the available privileges to add or remove from a staff member.
Choose which role you would like to add and click save to add.
To remove the privileges, access the privileges area and click the x to the right of the privilege to remove and click save.
Once added to a Client Manager, Staff Manager, Accountant, or Admin Staff, have them sign out and back in to take effect on their profile.
Role: Client Manager
Optional Privileges: Switch to Client, Switch to Representative, Edit Client Fees, Edit Client Social Security, Manage Timesheets, Manage Secondary Invoicing Items.
Role: Staff Manager
Switch to Client Manager, Switch to Staff, Switch to Client, Switch to Representative, Create Staff, Create Applicants, Edit Staff Wages, Edit HR Social Security, Edit Client Fees, Edit Own Punchards, Lock Shifts, View All Reports, Manage Timesheets, Manage Secondary Invoicing Items, Manage Rewards, Manage Rewards Triggers, Manage Rewards Status Levels, Manage Rewards Points, Manage Rewards Redemptions, Manage Rewards Badges.
Role: Accountant
Switch to Staff Manager, Switch to Client Manager, Switch to Staff, Switch to Client, Switch to Representative, Create Staff, Create Applicants, Edit Own Punchards, Lock Shifts, Manage Rewards, Manage Rewards Triggers, Manage Rewards Status Levels, Manage Rewards Points, Manage Rewards Redemptions, Manage Rewards Badges.
Role: Admin (Non-Owner)
Edit Own Punchards, Manage Rewards, Manage Rewards Triggers, Manage Rewards Status Levels, Manage Rewards Points, Manage Rewards Redemptions, Manage Rewards Badges.
Need Assistance?
Our dedicated Customer Support team is available anytime to help you out. If you have questions or need assistance, please call us at 715-227-3768 or email support@aaniie.com. Also, don't miss our upcoming webinars and training sessions—visit our Webinar & Training Calendar for more details.
Related Articles
Roles & Privileges
Roles & Privileges Caregiver | For Sitters & Nanny’s Access to: Their schedule, Job Postings, Contact Information, and Client Information when scheduled with that client. Optional Privileges: None. Client Manager | For Client Onboarding Access to: ...Staff Tags
Staff Tags Staff Tags can be used as a “search” or “grouping” tool within Aaniie Kids. These Tags can also be used to solidify specific Scheduled Tasks within the Clients Profile, so only those employees with specific Tags may view and complete ...Site Settings - Staff Forms
Site Settings - Staff Forms In the Staff Forms section of your Site Settings, you can enable or disable forms that caregivers can use to input or update their personal information, including availability, experience, and more. Navigating to Site ...Caregiver Rewards - Managing Active Staff
Managing Active Staff In the Active Staff section, you can track Caregiver points and manually remove or add points or badges. To open up these options, go to Menu > Staff > Caregiver Rewards, then select the bar labeled Active Staff. Note: ...How to Register a New Staff Member
How to Register a New Staff Member Here is how a staff member is created in Aaniie Kids: Navigate to the Staff Management section (Menu>Staff>Staff Management). Select Register New Staff to the right of the search bar. Fill in the appropriate fields ...