Question
What can partners, employees and assistants see and do?
Partners run the whole business, employees see the signings handed to them, and assistants book and invoice. A notary's journal, mileage log and commission stay their own.
Everyone signs in as themselves, and sees only what they were added as — on the web and in the phone app alike.
| What they see and do | Partner (an owner) | Employee | Assistant |
|---|---|---|---|
| Signings | All of them | The ones handed to them | All of them |
| Clients | All of them | The clients of their own signings | All of them |
| Invoices | All of them | Their own signings' invoices | All of them |
| Hands signings out | Yes | No | Yes |
| Books, taxes and the plan | Yes | No | No |
| Prices | Sets them | Works at the business's prices | Works at the business's prices |
| The team | Adds and removes people | Can see who's in it | Can see who's in it |
| Their own journal, mileage log and page | Yes | Yes | No — they aren't there as a notary |
Partners are all equal, however many there are. Any of them can do anything in the business: its clients, signings, invoices and books, its prices, its team and its billing.
Employees are notaries on your team. They never see the books, or another notary's signings. Under Settings → Fees & rates they see What the business charges: every signing in the business is priced at the prices its owners set. Their own prices, if they have a practice of their own, are set there.
Assistants book signings, keep the clients and send the invoices. They're free, and they aren't there as a notary, so they have no journal, mileage log or public page. The phone app is for notaries in the field: an assistant who signs in to it is told so, with Open Hand & Seal on the web — bookings, clients and invoices are all there.
Where someone isn't allowed to look, the page says so in words rather than showing an empty page:
What stays theirs
A notary's journal, mileage log and commission are always their own — wherever they work, and after they leave. Only that notary can read their journal and their mileage log: nobody else in the business can — not a partner — and our support tools do not show them. A partner, as an owner, can read the commission, bond and E&O insurance of each notary in the business, while they work in it. What they did for the business — its jobs, invoices and books — stays the business's.
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