Summary

Swept helps centralize business operations, and that certainly includes Clients! Managers and Supervisors can view the Clients list, their details, and communicate with Clients.

Who can see Clients?

Managers and Supervisors are able to see clients in the mobile app.

Permissions

Admin Managers, Managers and Supervisors do not need a specific permission enabled to view the list of clients, but the clients that appear in the list will depend on whether the Client is approved to the location(s) the Manager and Supervisor are approved to. In summary:

• Admin Managers are able to see all Clients, regardless if the Client(s) have been approved to a location or not.

• Managers and Supervisors are only able to see a Client if that Client has been approved to the same location as them.

Navigation

To access the list of Clients, users will sign into the mobile app and click on the ‘More’ icon in the bottom toolbar. From there, users can access the list by clicking on the ‘Clients’ option from the menu.

Clients List

Admin Managers will see the full list of Client names regardless if the Client was assigned to their approved locations or not. Managers and Supervisors will see the names of the Clients that are approved to the same location as they are. Clicking on a name will display the follow information:

• Client email (clicking this will bring user to their email with an email draft created to the Client).

• Client phone number (clicking this will prompt a phone call from users device).

• Clients list of locations they are approved to (clicking on the location name will bring the user to that locations information).

• Client notes.

• A button to navigate the user to the Client message thread.