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How to Give a Member of Your Staff Office Manager Access
How to Give a Member of Your Staff Office Manager Access

Assign an employee or a contracted assistant Office Manager Status

Chris King avatar
Written by Chris King
Updated over a month ago

Summary:

  • When cleaners perform office or administrative work, they can be given the role of Office Manager, which grants them access to more features than the regular Cleaner role.

  • Despite having access to more features, this role can also be limited access to what the Owner sees fit.


How to assign an Office Manager role to a cleaner

  • Go to Cleaners > Add Cleaners or if they are already a cleaner, locate their profile and go into edit mode.

  • Check the tick box that says β€œAllow this cleaner to sign in and view their schedule?”. A dropdown will appear now with more options.

  • Provide the office manager a login password unique to them.

  • Next, tick the box beside the fields that say β€œIs this employee an office manager?”.

  • Click Save Changes when done.


Manager Permissions & Visibility Settings

  • Office Managers can be granted the ability to see revenue reports and see/change the dollar amount in a customer's appointment under Settings > Cleaners > General Settings.

  • Assign the desire permissions by clicking on the boxes and hit SAVE at the bottom:

Notes:

  • Office Managers have access to everything except for closing the actual ZenMaid account on the ZenMaid website. Only an owner can cancel an account

  • Office managers can also access payroll information.

  • Office Managers do not have the Dashboard on their ZenMaid App the way an Owner does.

  • Office Managers can view the account's ZenMaid dashboard when using a computer browser.


Keywords:
Office manager, cleaner manager, manager, give office manager access, provide office manager access, grant office manager access, assign an office manager

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