Enter team member code to access reports.
awaiting response
K
Keirsta Z
Once a team member logs in to a terminal, their access is available to anyone what walks up. Would love the access to be code number for doing different things. Especially looking up reports or accessing inventory.
Phorest Product
awaiting response
Phorest Product
Hi Keirsta Z & Betty Thomas,
Thanks for sharing your feedback.
You can configure which access levels has permitted/restricted access to reports.
This is our support guide - https://support.phorest.com/hc/en-us/articles/18205132765714-How-do-I-give-a-staff-member-access-to-only-certain-reports.
Best practice would be to try, as much as possible, to logout each time leaving the front desk/computer to avoid someone using a pin login with higher access.
Many Thanks,
Helen
Betty Thomas
What we really need is to have drilled down access to Additional Reports. As it stands now, in order to give someone access they would have access to EVERY additional report. There is sensitive data in there that perhaps only owners should see. We need to be able to give access to specific additional reports to allow for delegation of tasks that an owner doesn't need to be doing, but NOT to give access to payroll reports or any wage reports, etc.
Betty Thomas
What we really need, as well, is the ability to have access to specific reports for certain team members, whereas each report can be selected to give access to or not.