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Staff Availability portlet

The Staff Availability portlet is available on the Firm Dashboard.
This portlet provides a summary of whether staff are currently logged in to DT Practice (indicated by a Green circle symbol in the left column) and what their availability is.
  • Select any row to jump to the Staff In/Out Board screen.
  • Select the
    Show Options
     button to access the
    Search
     and
    Filter
     fields for narrowing down the list of staff displayed. Mark the
    Logged-in Staff Only
     checkbox to view only the currently logged-in staff member.
note
When you enable security privileges for a portlet on the Security Groups setup screen, DT Practice may also enable privileges to view the data available in the portlet. Conversely, removing privileges for viewing data may also remove privileges for related portlets. Consult the
Privileges changed
 pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a portlet.
For this portlet, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
  • Menu > Setup > Staff > View
If your firm has multiple offices, you may want to rescind privileges to information for other offices.

This article applies to:

  • Product: DT Practice