What staff permissions are available in PetPocketbook?
To keep things super safe for you and your clients, there are four access levels within PetPocketbook that you can assign to each member of your team: Staff, Senior Staff, Administrator, and Owner.
Check out a detailed breakdown of staff roles and permissions below:
Scheduling, billing, and payroll
| Staff | Senior Staff | Administrator | Owner | |
| View & complete appointments on own schedule | ✅ | ✅ | ✅ | ✅ |
| View & edit others' schedules | ❌ | ✅ | ✅ | ✅ |
| View & respond to client appointment requests | ❌ | ✅ | ✅ | ✅ |
| View & edit invoices & payments | ❌ | ❌ | ✅ | ✅ |
| View own payroll breakdown | ✅ | ✅ | ✅ | ✅ |
| View & edit compensation setup & payroll breakdown for all staff | ❌ | ❌ | ❌ | ✅ |
| View & edit company settings | ❌ | ❌ | ✅ | ✅ |
Clients tab
| Staff | Senior Staff | Administrator | Owner | |
| View About (Profiles) | 🟡 | ✅ | ✅ | ✅ |
| View Appointments | ❌ | ✅ | ✅ | ✅ |
| View Billing (Settings) | ❌ | ❌ | ✅ | ✅ |
| View Documents | 🟡 | ✅ | ✅ | ✅ |
| Add & edit clients, their profiles, & settings | ❌ | ❌ | ✅ | ✅ |
| 🟡 Only accessible from appointment details on your own schedule for clients in your care |
Activity log
| Staff | Senior Staff | Administrator | Owner | |
| Changes to own schedule (including when you mark complete appointments) |
✅ | ✅ | ✅ | ✅ |
| Changes to others' schedules (including when they mark complete appointments) |
❌ |
✅ | ✅ | ✅ |
| Changes to client profiles (including billing settings & documents) | ❌ |
✅ | ✅ | ✅ |
Messaging
| Staff | Senior Staff | Administrator | Owner | |
| Access the "messages" tab | ❌ |
✅ | ✅ | ✅ |
| View, respond to, and start new conversations for clients on today's schedule | ✅ | ✅ | ✅ | ✅ |
| View, respond to, and start conversations for any client | 🟡 |
✅ | ✅ | ✅ |
🟡 Message threads are only accessible from clients' profiles