Staff Portal

What it does — Open someone's staff profile and look under Role & Access › Extra portals, which sits right under Role. Assign to Staff Portal opens the portal for them. For the Staff role, the same row has an Admin Portal switch, which decides whether they keep the admin as well.

• Who can have it — Admin, Manager, Billing and Staff. Drivers and Service Providers have their own portals, and Auditors are read-only, so the switch doesn't show for them.
• Already on — Everyone with the Staff role, and the person who set up your account, has the Staff Portal switched on already. Staff who were using the admin keep it: their Admin Portal is on.
• Admin Portal is for the Staff role — It only shows for the Staff role, inside the Assign to Staff Portal row. Switching the Staff Portal off switches the admin back on, so nobody is left with neither.
• Only Admins can change it — Like Assign as Driver, only Admins can change these switches.

What it does — The portal opens on the groups they're on today: each group's colour and name, how many dogs, where they are and who else is on it, the note from the office, and a card for each dog with its service for the day and its flags.

• Moved in today — A dog that has been put in this group just for the day is marked Moved in today.
• Not on a group — On a day they're on no group, the page says so.
• The bottom bar — On a phone the bar at the bottom reads My group, Register (when your daycare uses the register), Owners, Messages and Profile. On a computer the same pages are down the left, with Switch Portal and Sign out at the bottom.

What it does — The same live count of dogs the office sees on Dashboard › Register, with every dog in today rather than just their group. It's on the bottom bar when your daycare has turned the register on in Settings.

• Register switched off — If your daycare hasn't turned it on, the page says so. An admin can turn it on in Settings.

What it does — Everything about one dog in their group: who it belongs to, its group and service for the day, and buttons for Add photos, Day update and Message. It only opens for a dog in one of their groups that day.

• Only on the day — Add photos, Day update and Message show on the day the dog is with them. On other days the page is for reading.

What it does — Look up any owner and their dogs, with a tap to call and a Message button. It opens on the owners with a dog booked in today, whichever group the dog is in.

• Messaging is for today — Message works for owners with a dog in today, shown as Has a dog in today under their name. Anyone else can be called but not messaged from the portal.
• No phone number — If the office hasn't added one, the owner's page says No phone number on file.

What it does — Messages lists the owners of the dogs in today: everyone with a dog booked in, plus the owners of their own group's dogs. It's the same conversation the office has with that owner, so the office sees everything that's said, and replies reach both.

• Day by day — The list follows the day's bookings, so tomorrow it shows tomorrow's owners.
• Replies on this phone — Turn on notifications on the Profile page to hear when an owner replies.

What it does — Profile is the last button on the bottom bar. It has two tabs: Profile, for their own details and settings, and My Schedule, for their working days and time off. On a phone, Profile opens with Switch portal when they have another portal to go to.

• What the office sees — Details saved here update their staff profile under Team › Manage Staff, so the office always has the current address and phone numbers.
• Changing the sign-in email — The email can't be changed here. Ask an admin to change it from the staff profile.

What it does — My Schedule shows the days they're working and lets them ask for time off. Holiday and Sick each have a card with how many days are left this year, how many are used and how many are waiting for approval. Requests go to the office, who approve or decline them under Team › Time Off.

• Only working days count — A request counts the working days in the range, so a week off Monday to Friday uses five days, not seven.
• Allowances — The Holiday and Sick allowances come from their staff profile under Team › Manage Staff. If the office hasn't set either, the card says requests are switched off and asks them to speak to the office.
• Who's off — If your daycare shares who's off (Team › Time Off › Time off rules), My Schedule lists colleagues who are off, and the request form says Also off when someone else has the same days.
• Days that are full — If your daycare limits how many people can be off at once and a chosen day is already full, the form says so and the request can't be sent. Sick days never count towards the limit.
• Earlier this year — Past requests stay further down for the rest of the year, so they can see what they've already had.
• Sick today? — A sick day request is a record for the office. If they're unwell today, they should also tell the office directly.