Basic User Management - How to Add, Assign Privileges and Edit Users

Adding a New User

When logged into your administrative account, open your Left Navigation bar and select "Settings," then "User Management." 

You will see a list of all users, their permissions, and their usernames. Select "Add User" to create a new account.  

 

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Complete the user details, including a username, email, and password. Passwords must be at least 6 characters long and contain one of each: 

  • Uppercase letter 
  • Lowercase letter
  • Number
  • Special character 

 Please note that this email address will receive prescription request alerts for any prescriptions assigned to this user, whether as a veterinarian or delegate. 

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You also have the ability to assign administrative privileges to this user. To do so, simply move the toggle below “System Admin” to “Yes.” 

If this user is a veterinarian, toggle "Veterinarian" to “Yes” and enter the user’s license information into the fields that appear below.  

If you would like your clients to be able to select this veterinarian as their doctor on the storefront, toggle on "Visible on Storefront" as well. 

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When you are happy with the set up for this user, hit "Save." 

Remember to have new users update their password upon login by clicking on their initials and then “My Account.” 

 

User Profiles and Privileges

There are two types of users: Practice Administrators and Staff. 
 
Practice Administrators have access to the following features that staff users do not:
 
NOTE: For details on who can create or approve prescriptions, please see Permissions to Approve Prescriptions.
 
 

Editing a User

When logged into your administrative account, open your Left Navigation bar and select "Settings," then "User Management." 

You will see a list of all users, their permissions, and their usernames. Select any user to see additional details and permissions. 

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To edit basic user information, select “Edit” at the bottom of the box labeled “User Details.”  

From here you can change the user’s name, email address, role, and permissions. 

If you need to deactivate the user, simply move the “Account Enabled” toggle to “No.” The user will no longer be able to log into their account or receive prescription requests. 

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Once you are happy with your changes, hit “Save.”