Team members only see the work they're assigned. They can't see your prices, invoices, money or client list. Admins see and manage everything. Here's exactly what each role can see and do.
The two roles
Admin: full access to your company. You're an admin, and you can make other people admins too.
Team Member: sees and does their own work: the appointments they're assigned, the walks and visits they do, and their own expenses and trips.
To change someone's role, go to Menu > Team, tap the person, then choose Make admin or Remove admin permissions, and confirm with Change role.
Can team members see prices?
No. Team members can't see any prices, totals or invoices:
There's no Invoices tab at all, and the Invoices row isn't on their Home screen. So if someone can open Invoices, they're an admin, and their role isn't why an invoice is missing.
On an appointment, the Total, Invoice and pay link sections are hidden. Add-ons show their name and quantity, but no price.
Whether an appointment is paid isn't shown to them.
They can't open Services, Surcharges or any invoice settings, so they can't see your price list.
They can't see credit notes, or any report like Profit & loss or Payments report.
The only money they see is their own expenses.
What team members see
Tabs: only Home and Appts. There's no Clients, Invoices or Inbox tab.
Appointments: only the ones they're assigned to. Appointments with no one assigned don't show up for them.
Walks and visits: they can start and end their assigned walks and visits, log updates, add photos and videos, send report cards, and live chat with the client in the walk or visit's Feed. See Can I live chat with clients during a walk or visit? All completed activities shows only the ones they did.
Client and pet details: they can open Client info from an appointment to see what they need for the visit, like the address, access information, emergency contact, notes, phone number and the pets' details. They can call, text or WhatsApp the client.
Expenses: under Finance, they see Expenses only, and only their own.
Travel logs: only the trips they logged.
Menu: All completed activities, Travel logs, Weather, Expenses, Your profile, Your app settings and Sticker book, plus support and account options.
What team members can't do
Book, edit, reschedule or delete appointments, or add busy time, holidays or special hours.
Add or edit clients and pets, or add vaccinations, documents or contracts. They can view documents and contracts that are already there.
Use the Inbox. To talk to a client in the app, they live chat in the Feed of a walk or visit they're assigned to. They can also call, text or WhatsApp them.
See other team members' appointments, walks, expenses or trips.
See the Clients list, Inbox, booking requests, or any company settings, like Team, Services, Availability and hours or Brand.
See their pay or pay rates. Payroll is for admins only.
What only the account owner sees
A few things are only for the admin who owns the account, not for people you've made admin: Subscription (changing the plan), Referral program and Business breakdown.
Good to know
Team members need a Walkies plan that includes a team. If your plan doesn't allow your number of team members, they'll see a message asking them to talk to their team's admin, and they can't use the app until it's sorted. See Why is my Walkies app locked?
On a client's details, team members can see the client's payment method and auto-pay setting, but not their invoices or what they owe.
To add someone to your team, see How do I add a team member?