How to Restrict Trainers to Clock In for Specific Tasks Only
This guide will walk you through how to Restrict Trainers to Clock In for Specific Tasks Only.
1. Account
Navigate to the “Account” section.
2. Trainers
Select the Trainers tab from the expanded menu.
3. Search or Select Trainer
Search or select the specific trainer whose permissions you want to adjust.
4. Permissions
Access the “Permissions” tab.
5. Tasks
On the Permissions page, locate the section labeled “Tasks” and choose which tasks this staff member can clock in for. Please note that “Time Tracking” must be enabled for your platform to see the following options. Contact customer support to turn on this feature.
6. Select Tasks
Select specific tasks for the trainer. You can remove a task by clicking the remove icon, and add it back if needed.
7. Save Staff Member
Click “Save Staff Member” button to save the changes to update the trainer’s permissions.
8. Clock
Log in using the trainer’s account that has an updated task. On your dashboard page, click the clock icon to clock in or out.
9. Task List
Select the “Task” dropdown list.
10. View Specific Task
Able to view specific task for the trainer.
11. Account
Navigate to the “Account” section.
12. Time Card
Select “Time Card” tab where you can also clock in and out.
13. Options
Find the trainer with updated tasks and click on the three dot menu for more options.
14. Clock In
Click on the “Clock In” option.
15. Task List
Select the “Task” dropdown list.
16. View Specific Task
Able to view specific task for the trainer.
This guide detailed how to restrict trainers to clock in only for specific tasks by adjusting their permissions. It ensures trainers can only clock in for authorized tasks, enhancing task management and accountability.
