Cloud - Access Rights explained

Cloud - Access Rights explained

You are able to use Access Rights to allow or prevent employees from using a feature.  If the box is checked, the employee has access.

General



List Setup - This allows employees to access Setup, Lists.  They will be able to add new feedings, medications, exercises, runs, daycare rooms/types, vaccines and all other options under this menu.



Vendor Setup and Category Setup - This allows the employee to access the vendor and category setup for Inventory items and they will be able to add, modify or delete those items.



Credit card - This allows the employee to add or delete credit cards from the client's card.



Gift cards/certificates - These are not available in Cloud.

Module Permissions



This section allows employees to Add, Modify, or Delete appointments for each module.

Petsitting and Training are not available in Cloud.

Adjust client package days and Adjust pet package days - This allows the employee to modify the number of days or expiration date of packages on the pet or client card.





Inventory 



Employees will be able to add, modify or delete inventory items.



Reports



Employees will be able to print any report under each section.

Training and Petsitting are not available in Cloud.

IMPORTANT:  You are able to let employees print the Closeout report, which gives a total of revenue so that they can close for the day, but they do not need access to all of the Revenue reports.  The Closeout report can only be printed for today's date.  The Revenue reports can be printed for any date range.  This is done in the Receipts section.

Invoices



Employees will be able to create an invoice (Add), edit any invoice (Modify) or delete the invoice. 
Process Returns allows employees to create a refund or return.

Receipts



Employees will be able to take payment (Add), edit the receipt (Modify) or delete the receipt.

Please note:  You cannot change the dollar amount on the receipt, either the total or tip.  But you can edit the date or payment method.

Prepayments/Deposits allows employees to take those.
Issue Refunds allows employees to process a refund/return.
Closeout allows employees to get a total of revenue for the day so they can close.

Credit Card Management and Cash Drawer are not available in Cloud.

Clients/Pets



Employees will be able to add, modify or delete client and pet records.

Miscellaneous



Timecards - Employees will be able to edit their own or any other employees time punches.
Employees - Employees will be able to add, modify or delete any employee card.

Please note:  It is recommended that you only give permission for Timecards and Employees to those who need to edit timecards or add/update employee records.

Dashboard, Social Media and QBDS is not available on Cloud.

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