The Client Online permissions control several settings at a client level.
To learn how to access these please follow the below steps:
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Select Client
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Insert Client name and select display clients or Choose all clients and select display clients
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Select the client name to load the profile
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Select Online Permission when the profile loads
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Online Permissions |
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Allow access for client to review timesheets |
YES OR NO - Professional Portal Access |
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Enable system-generated digital timesheets for location |
YES OR NO - If you use Digitial Timesheets |
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Allow the recording GPS location when Member(s) checks into the location |
YES OR NO - This is used for the Checkin and Checkout feature |
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Allow the client to search for preferred personnel |
YES OR NO - Professional Portal Access |
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Show location documents to members |
YES OR NO - If you have locations uploaded to a client change this to yes to show to your member |
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Required Delivery location for member to submit Timesheet |
YES OR NO - If a Delivery Location is MANDATORY to be able to submit their timesheet |
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Allow members to access shift worth estimations |
YES OR NO - For staff to see a rough pay rate for their shift - This only works if you have the finance portal |
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Release shifts for this location across the nation |
YES OR NO - This will release the Shift to everyone within that Nation - Australia |
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Show the 'Add to Calendar' Icon in member app |
YES OR NO - For them to save their shifts to their personal phone calendar |
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Show shift history for this location in the member portal |
YES OR NO - for members to see their shift history via the app |
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Show client compliance rules in client portal |
YES OR NO - Professional Portal Access |
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Mandate the shift document upload in timesheet submission by the member. |
YES OR NO - In additional to Timesheet |
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Choose one or more Shift Task Group to allow members to submit their responses. |
For more information Digital Timesheet – Shift Tasks Checklist |
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Allow the client the ability to release a shift from the client portal - New Booking |
YES OR NO - Professional Portal Access |
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Allow auto push notifications to be sent to members if client assigns a shift - New Booking |
YES OR NO - Professional Portal Access |
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Allow auto SMS notifications to be sent to members if client assigns a shift - New Booking |
YES OR NO - Professional Portal Access |
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Turn on auto alerts via Email / SMS to internal staff for client portal - New Booking |
YES OR NO - Professional Portal Access Select Yes - then Email Template and Staff Name of who receives it |