New Scheduler Permission- User and Staff Assigned to Same Location/Clients: Based on User’s Client Access

Summary	Why?	Tip	Recommended Customer Action

Summary	Why?	Tip	Recommended Customer Action
"The new permission allows logged-in staff to view their own calendars and the calendars of other staff members assigned to the same location."	Some companies need a way to schedule and manage staff calendars based on ‘location(s)'	This permission will not be assigned to any role by default. The new permission must be assigned by admin users who have access to the company account settings.	Determine if there are any roles for which you would like to enable the new permission. When assigning the new permission to any role, also check the client access permissions. Similar to the other scheduler permissions, access to client appointments will be controlled by the client access permissions assigned to the user.

Ready to make some updates? Learn how below:

Assign Permission(s)

1. Go to Settings>Roles>Edit Permissions (Any role)

Scroll Down to “Scheduler” permission options
Select Staff: User and Staff Assigned to Same Location/Clients: Based on User’s Client Access

THEN

Go to the Client Access permission and check the permission that best fits that role based on your operational needs.

This permission controls the client appointments the user will be able to view and/or take action on for staff they have permission to access.

TIP: To provide strictly location-based scheduling permissions to a user, do the following:

Select the new Scheduler Permission: Staff: User and Staff Assigned to Same Location/Clients: Based on User’s Client Access

AND

Client Access Permission: All Clients within user’s Location(s)

How will the permission impact the scheduler areas on the web application?

CALENDAR Search Fields

Staff: When using the staff search fields in the Individual, Group Calendar or Appointment list, logged in users may only search for their name or other staff assigned to the same location.

Client: When using the client search fields in the Individual, Group Calendar or Appointment list, logged in users may only search for clients they have client access permissions for.

Individual Calendar	Group Calendar	Group Calendar Advanced Filter	Appointment List

Individual Calendar

Group Calendar

Group Calendar Advanced Filter

Appointment List

Good to Know:

When the new scheduler permission is applied, existing filters in the advanced group calendar will be affected.

Users will only see the staff, clients, and locations for which they have viewing permissions.

Appointment Restrictions: What is Different from the other two permissions? (Staff: User only and Staff: All Staff)

When a logged-in staff member or another staff member assigned to the same location is assigned to a client appointment that the logged-in user does not have permission to access, the following will apply:

The logged-in user will be able to view the appointment but will not be able to take any action on it, consistent with existing scheduler permissions.
The client’s initials will not be displayed on the appointment label.
The client’s name will be replaced with the text 'Client Access Restricted' in the hover label.

This also applies to any notifications sent to the logged-in user."

Appointment Label/Hover Label	Notifications

Appointment Label/Hover Label

Notifications

Individual and Group Calendar