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
Locate the cleaners icon
using the left side menu and click All Cleaners.Find your cleaner's name and click on it to open their profile.
Use the
button and click on Edit.Make sure to check the "Allow this cleaner to sign in using their email and view their schedule?" box so the additional options appear.
Tickle the "Is this cleaner an office manager?" box.
Lastly, click on
.
You'll know the change was successful because their profile will now have the role Office Manager instead of Cleaner.
Manager Permissions & Visibility Settings
The Office Manager role can be granted certain additional permissions such as exporting account information and viewing/changing appointment pricing.
On the left side menu, click on the Settings
icon.Click on General settings under the Cleaners section.
Using the boxes on the left, select the permissions you want to grant your Office Manager and be sure to save changes before leaving the screen.
Additional Notes
Office Managers have similar permissions to the account owner, except for closing the account, which can only be done by the account owner.
Office Managers also have access to the payroll report.
Office Managers can view the ZenMaid account dashboard when using a browser on a computer. The dashboard is not available in the mobile app, but the owner can access it from the app.
If you have more than one Office Manager, they will all have the same permissions. It is not possible to grant permissions to one and exclude another.
Keywords:
Office manager, cleaner manager, manager, give office manager access, provide office manager access, grant office manager access, assign an office manager