Managing Staff Access

  • 15 January 2021
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The following instructions will show you how to grant other staff members access to groups, programs, and schedules that you have created within your PLT4M account. Adding staff members to your groups, programs, or schedules, gives them the ability to view, edit, and manage them with you. Removing them will take away those capabilities.

 

How to add/remove staff to Groups:

  1. Navigate to your Groups tab.
  2. Locate the group you’d like to adjust staff access for, and select the 3-dot [⋯] menu icon.
  3. Select Edit Staff Access.
  1. Use the (+) and (—) buttons to add or remove staff, and click Save. Staff members in the right column will be granted access to this group, staff members in the left column will not see this group. 

 

How to add/remove Staff to Custom Programs:

  1. Navigate to your Programs tab.
  2. Locate the Custom Program you’d like to adjust staff access for, and select Manage.

 

  1. Click into the Staff Access tab. Use the (+) and (—) buttons to add or remove staff, and click Update. Staff members in the right column will be able to view and manage the custom program. Staff members in the left column will not be able to access this program. 

 

 

How to add/remove Staff to Schedules:

  1. Navigate to your Schedules tab.
  2. Locate the Schedule you’d like to adjust staff access for, and select Edit Calendar.

 

  1. Select Edit Staff Access. 

 

  1. Use the (+) and (—) buttons to add or remove staff, and click Save. Staff members in the right column will be able to view and manage this schedule. Staff members in the left column will not be able to access this schedule. 

 

 

 

 


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