Permissions Required for Staff Members to Edit Customers

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Settings

Topic

In Tradify, you can control what your staff members can do within the application by assigning specific permissions. This article outlines the permission required for staff members to edit customer information in Tradify.

Instructions

Required Permission: Settings Permissions

To grant staff members the ability to edit customer details, they must have the "Settings Permissions" enabled. This permission allows access to various settings and configurations within the application, including the ability to edit customer information

 

Additional Information

Find further information on how to edit permissions for staff members here

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