How to access the Client Online Permissions

The Client Online permissions control several settings at a client level.

To learn how to access these please visit the below.

Select Clients

Insert Client name and select display clients or Choose all clients and select display clients

Select the client name to load the profile

Select Online Permission when the profile loads

Online Permissions
Allow access for client to review timesheets	YES OR NO - Professional Portal Access
Enable system-generated digital timesheets for location	YES OR NO - If you use Digitial Timesheets
Allow the recording GPS location when Member(s) checks into the location	YES OR NO - This is used for the Checkin and Checkout feature
Allow the client to search for preferred personnel	YES OR NO - Professional Portal Access
Show location documents to members	YES OR NO - If you have locations uploaded to a client change this to yes to show to your member
Required Delivery location for member to submit Timesheet	YES OR NO - If a Delivery Location is MANDATORY to be able to submit their timesheet
Allow members to access shift worth estimations	YES OR NO - For staff to see a rough pay rate for their shift - This only works if you have the finance portal
Release shifts for this location across the nation	YES OR NO - This will release the Shift to everyone within that Nation - Australia
Show the 'Add to Calendar' Icon in member app	YES OR NO - For them to save their shifts to their personal phone calendar
Show shift history for this location in the member portal	YES OR NO - for members to see their shift history via the app
Show client compliance rules in client portal	YES OR NO - Professional Portal Access
Mandate the shift document upload in timesheet submission by the member.	YES OR NO - In additional to Timesheet
Choose one or more Shift Task Group to allow members to submit their responses.	For more information https://entiresoftware.atlassian.net/wiki/spaces/EHRCS/pages/1576272215
Allow the client the ability to release a shift from the client portal - New Booking	YES OR NO - Professional Portal Access
Allow auto push notifications to be sent to members if client assigns a shift - New Booking	YES OR NO - Professional Portal Access
Allow auto SMS notifications to be sent to members if client assigns a shift - New Booking	YES OR NO - Professional Portal Access
Turn on auto alerts via Email / SMS to internal staff for client portal - New Booking	YES OR NO - Professional Portal Access Select Yes - then Email Template and Staff Name of who receives it