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:

• The global employee database must be enabled on both the parent account and child accounts. This feature is controlled by a hidden setting that only the MyTime team can activate. For assistance, contact support@mytime.com. 
• Custom roles can be created at the parent level (before or after staff profiles are created) and should be replicated exactly at the child level. Learn more about creating custom roles here
• Login Options from the Parent Account
  • Login As – Available to all global staff roles. 
  • Admin – Available to the parent account owner and any staff member with the “Login as Owner” option enabled in their staff profile.
• Access to child accounts depends on the access control settings configured at both the parent and child levels.
  • Global Employees with Predefined Roles (e.g., Support Staff)
    • When logging into a child account, access is determined by the role's access permissions set at the parent level.
    • Using 'Login As' logs the employee in as themselves and retains their name in the account. 
  • Global Employees with Predefined Roles and “Login as Owner” Access
    • When logging into a child account, access is determined by the permissions configured for the child account owner at the parent level.
    • Using the 'Login As' or 'Admin' options switches the login to the child account owner’s profile rather than retaining the global employee’s name.
  • Global Employees with Custom Roles
    • When logging into a child account, access is determined by the custom role permissions configured at the child level for the same custom role
    • Using 'Login As' retains the global employee’s own staff details. 
  • Parent-Level Restrictions: If the parent-level access control blocks the ability to set or edit service prices for child account owners, no roles will have the ability to modify service prices at the child account level.
    
    

Content:

Creating Global Employees

Assign Custom Role to Global Employee 

Logging Into a Child Account from the Parent Account

Creating Global Employees

Before adding global employees, enable staff member settings on the parent account:

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. Fill out the staff profile (Display Name and Email or Username are required). Optionally, click Set Password to initiate the MyTime account setup.
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 "Invite Staff by Email"
3. Enter 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. 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 Employees

1. Navigate to Business Setup > Staff
2.  Select the staff member to assign the custom role
3. Choose the custom role from their profile
4. Save

Logging Into a Child Account from the Parent Account

To log into a child account as a parent staff:

1. Login in using their credentials
2. Navigate to the Location Management tab
3. Locate the child account you want to log into, and select the preferred login option:
   • Admin: Available only to the parent account owner and staff with “Login as Owner” enabled; logs in as the child account owner with full access.
   • Login As: Available to all global staff roles, logs in as themselves with role-based permissions.
     
4. The parent account owner and staff members configured to log in as the 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.
5.  After making necessary changes in the child account, click 'Go Back' on 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.