Go to your RunLoyal Staff Portal

Note: All settings-related items must be updated on a desktop or laptop.

Open Settings:

• Click "Settings"

• Navigate to "Business Setup"

• Click "Staff Management"

• Click "Add Staff"

Personal Details

• Enter First Name, Last Name, Email, and Phone Number for the new staff member.

• Click Save & Next to proceed.

Permission & Access

• Permission: Select the appropriate permissions for the staff member:

  Organization Admins (OA):

  • Create/manage Service and Pet Configurations for all locations

  • Can add/select configurations under different locations

  • Can create Location Admin users and assign to multiple locations

• Location Admins:

  • Limited Access: Can select options defined by OAs and make changes for their location

  • View Only: Can see all settings but cannot make changes

• Staff:

  • Access to everything except Settings and PawMetrics if mapped to default 'STAFF GROUP'

  • Can have customized permissions via a custom Staff Group

• Assign the staff member to the relevant staff group.

• Specify the locations the staff member can access.

• Access Preferences: Check desired options, including Calendar and To-Do area:

  • Allow Staff App Access

  • Limit Access to Within or Near Facility (Geo-fencing)

  • Calendar and To-Do:

    • Show in Staffing Calendar and General Calendar

    • Show in To-Do

    • Display Only Their Own Calendar

• Click Save & Next to proceed.

Service Related

• Maximum Pets per Day: Set the maximum pets the staff member can handle daily
• Slot Duration: Define duration of each service slot for the staff member
• Services: Select the services the staff member is authorized to perform