Global Employees

Employees created from the parent level are classified as global employees. They have the ability to log in to child companies using their unique username and password. Within the staff page, you have the option to either manually add staff members or send them invitations via email to create their own profiles. In this article, we will explore both options. 

Things to know:

• Global database for employees must be enabled on the parent account. This feature is controlled by a hidden setting that can only be activated by the MyTime team. For assistance, please contact our Support Team at support@mytime.com. 
• Custom roles can be created at the parent level, either before or after staff profiles are set up, and should be replicated exactly at the child level. To learn how to create roles for staff members, please click here
• When logging in at either the parent or child level, access permissions will be determined by the access control settings configured at each respective level. For instance, if access control for setting service prices is set to block at the parent level for child account owners, no roles will have the ability to set service prices when logged in at the child account level. 
• From the parent account, global staff members can log into the child account using the following options:

  • Login As: This option is available for all global staff roles, allowing them to be logged in as themselves rather than the child account owner. Access is granted based on the access control settings configured for the specific role these global staff members are logged in as. 

  • Admin: This option is available to the parent account owner and staff members configured to log in as the owner (if the 'Login as Owner' checkbox is selected in the staff profile). Selecting this option allows you to log into the child account as the child account owner. 

Content:

Creating Global Employees

Assign Custom Role to Global Employee 

Logging Into a Child Account from the Parent Account

Creating Global Employees

To create global employees from the parent account, you first need to enable the following staff member settings: 

1. Navigate to Business Setup > Settings
2. Locate the "Do You Have Staff Members (Besides Yourself)?" setting in the staff section 
3. Toggle to 'Yes'                                                                                                                                                                      
4. Save changes

There are two ways to add staff members at the parent level:

Manually Adding Global Staff Members

1. Go to Business Setup > Staff
2. Select the "+Add Staff Member" option                                                                                                                          
3. The staff profile page will open, allowing you to manually enter the staff member's details. You are required to provide a display name and an email address or username for the staff profile. By selecting the “Set Password” option, you will initiate the setup of a MyTime account
4. Save profile

Inviting Global Staff Members via Email

To invite staff members to create their profiles:

1. Go to Business Setup > Staff
2. Select the "Invite Staff by Email" option
3. A window will open where you can add the staff member's email address and send an invitation
4. Upon receiving the invitation, the staff member can click the "Join the Team" button to create their profile
5. Staff members can enter their name, set their password, and then click the "Create Account" button
6. The staff member will then be directed to the staff profile. 

Assign Custom Role to Global Staff Member

1. Navigate to Business Setup > Staff
2.  Choose the staff member to whom you want to apply the custom role
3. From the staff profile, assign the custom role
4. Save

Logging Into a Child Account from the Parent Account

Depending on the access control limits established for your franchisees, modifications to child accounts may need to be made at the parent level. In such cases, you will need to log into the child account from the parent account to implement these changes. To complete these modifications:

1. Navigate to the Location Management tab
2. Locate the child account you want to log into, and then choose your preferred login option
   • Parent account owner and staff members configured to log in as owner will see the "Login As" and "Admin" options
   • Staff members on the parent account who are not configured to log in as owner will only see the "Login As" option
     
3. The parent account owner and staff members configured to log in as owner will be redirected to the child account with the same access level as the child account owner. In contrast, staff members who are not configured to log in as the owner will be redirected to the child account with access levels determined by the access control configuration for their assigned roles.
4.  Once you’ve made all necessary changes to the child account, select the "Go Back" option in the red banner at the top to return to the parent account.
   

For more information, contact us at support@mytime.com or (385) 233-6964.