Admin Delegations Field Guide (Reference)

Article Details

Summary

Admin Delegations let you give a user group access to specific admin pages. This field guide lists, for each admin page, the settings a delegated group can use and the settings it cannot.

What This Does

Animals

Admin Page Available Settings Unavailable Settings
Animal Icons
  • System Icons (enable/disable status and popups toggles)
  • Animal Icon Groups (add, edit, delete)
  • Animal Icons (add, edit, delete)
  • Bulk icon deletion from popups
  • Altered by month setting
  • FontAwesome Pro enabling

Communications

Admin Page Available Settings Unavailable Settings
Canned Email Templates
  • Custom Templates (add, edit, delete)
 All settings are available to delegated groups.
Canned SMS Templates
  • Custom SMS Templates (add, edit, delete)
 All settings are available to delegated groups.
SMS Auto Replies
  • SMS Auto-Replies (add, edit, delete)
 All settings are available to delegated groups.

Customer Portal

Admin Page Available Settings Unavailable Settings
Gingr PreCheck
  • Gingr PreCheck Forms (add, edit, delete, send tests, send to future reservations)
 All settings are available to delegated groups.
Reservation and Appointment Requests
  • Reservation Request Text
  • Appointment Custom Text
  • Reservation Request Services Text
  • Deposit Policies Custom Text
  • Request limits based on things such as capacity, previous reservation requirements, valid immunizations, and valid profiles
  • Require cancellation reasons
  • Reservation request button text
  • Terms and Conditions

Employees

Admin Page Available Settings Unavailable Settings
Daily Checklist
  • Checklist Types (add, edit, delete)
  • Checklist Items (add, edit, delete)
 All settings are available to delegated groups.
Employee Notes
  • Employee Note Types (add, edit, delete)
 All settings are available to delegated groups.
Manage Employee To-Do List
  • Manage Employee To Do Lists: assign to-do items to select users
 All settings are available to delegated groups.

Owners

Admin Page Available Settings Unavailable Settings
Owner Icons
  • System Icons (enable/disable status and popups toggles)
  • Owner Icon Groups (add, edit, delete)
  • Owner Icons (add, edit, delete)
 All settings are available to delegated groups.

Payments

Admin Page Available Settings Unavailable Settings
Credit Card Processing
  • Payment Processor:
    • Edit CardConnect MID
    • Set Preferred Processor (for Customer Portal payments)
    • Adjust tip settings
  • Bolt Terminals: Edit settings for CardConnect terminals
  • Allow manual card entry
  • Allow tips from the customer portal
  • CardConnect Tip Amounts (terminal prompted amounts)

Reservations & Appointments

Admin Page Available Settings Unavailable Settings
Belongings
  • Belongings Areas (add, edit, delete)
  • Belonging Types (add, edit, delete)
 All settings are available to delegated groups.
Group Classes Configure group class settings:
  • Add and edit classes
  • Add and edit class dates and schedule
 All settings are available to delegated groups.
Hours of Operation
  • Location timezone
  • Manage Hours of Operation, including Recurring and Specific Date hours (add, edit, delete)
  • Disabled Dates (add and delete)
  • Default start and end times
  • System-wide Timezone

Note: Disabled dates affect all locations in an app. Use caution with this setting.
Location Default Rates Manage Location Default Rates for all locations in the app. This includes adding, editing, and deleting rates for all Reservation Types and Additional Services.

All settings are available to delegated groups.

Note: Users with permission to edit this page can edit all location rates, even for locations they are not assigned access to. Use caution when you delegate this page.
Manage Areas / Lodgings Manage Areas and Lodgings for all locations in the app. This includes adding, editing, and deleting areas and lodgings.
  • Lodging last-day reservation
Reservation Types and Services Configuration Manage all Reservations, Additional Services, and Service Options in the app. This includes adding, editing, and deleting all your service types for any location.

All settings are available to delegated groups.

Note: Deleting reservations and services cannot be undone. Use extreme caution when you delete things in the app.

Shopping Cart & Point of Sale

Admin Page Available Settings Unavailable Settings
Account Codes Manage Account Codes for all locations in the app. You can add and edit Top-level and Sub-level account codes and change the Assignable Items by dragging and dropping them into the right category.

All settings are available to delegated groups.

Note: Account codes are shared across all locations, so changes affect all locations. You cannot delete an account code once you make it. If you create one by mistake, re-label it.
Manage Promotions Manage Promotions for all locations in the app. Add and edit promotion settings.

All settings are available to delegated groups.

Note: You cannot fully delete promotions. If you create one by mistake, edit its settings.

System & Data

Admin Page Available Settings Unavailable Settings
Merge Data
  • Merge Owners
  • Merge Animals
  • Merge Breeds
  • Merge Veterinarians
 All settings are available to delegated groups.

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