Before starting, please refer to the "Setting up your Clipboard Environment Effectively for Music" article, which provides examples and best practices for building your Music Tuition Department in Clipboard.
Setting Up Staff Permissions and Managing Roles
To allow Staff Users to create and manage Sessions in Clipboard, you'll need to configure permissions at both the Activity and User levels.
Proper configuration of user roles ensures efficient and secure operations within Clipboard. This section will focus on setting up permissions specific to scheduling while providing an understanding of the roles available: Admin, Manager, and Staff Users.
Step 1: Configure Extra Staff User Access Options
Navigate to Settings (left sidebar)
Select Environment
Click on the relevant Activity (e.g. Piano Tuition)
Select the User Access tab
Click the Edit button
Select the checkbox next to Create and manage Sessions for themselves for this Activity
This allows Staff Users with this Activity to create and manage Sessions for this specific Activity only
Click Save
Repeat this process for each Activity where you want Staff Users to have self-scheduling permissions.
Step 2: Assign Staff Users to Activities
Navigate to Settings
Select Staff List tab
Click on the Staff User name to open their profile
Click the Edit button
Select the checkboxes to assign the relevant Activities
Click Save
You can read more about Extra Staff User Access Options here.