Cleaning and Housekeeping: Difference between revisions
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For each of your Cleaner accounts, you will need to clone the report and make some adjustments before they can use it for their specific information. | For each of your Cleaner accounts, you will need to clone the report and make some adjustments before they can use it for their specific information. | ||
3. Go to ACCOUNT MANAGEMENT > LIST ACCOUNTS | 3. Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT > LIST ACCOUNTS | ||
Click on the Button 'Clone Account Settings' | Click on the Button 'Clone Account Settings' | ||
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4. For each Sub Account, you will need to adjust the details in the report and update their Dashboard. To do this you will need to temporarily change the Role = Admin | 4. For each Sub Account, you will need to adjust the details in the report and update their Dashboard. To do this you will need to temporarily change the Role = Admin | ||
Go to ACCOUNT MANAGEMENT > LIST ACCOUNTS click 'Manage Account' for the Cleaner account. | Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT > LIST ACCOUNTS click 'Manage Account' for the Cleaner account. | ||
*Set ROLE = Admin. Click Save. | *Set ROLE = Admin. Click Save. | ||