Everyone who signs in to your clinic has one of five roles. You can change a member's role in Settings → Team & roles.
| Role | Intended for |
|---|---|
| Owner | Full access, including billing and team. |
| Admin | Manages settings, team and all records. |
| Vet | Clinical records, appointments and billing. |
| Nurse | Patients, vitals, vaccines and boarding. |
| Reception | Clients, appointments and payments. |
Everyday work
Appointments, clients, patients, visits, billing, stock, reminders and forms are open to every role, so a small team can cover for each other. The role controls the specific actions below.
Owner and admin only
- Change clinic settings, receipt branding and branches (others see them read-only).
- Invite people, change roles and remove members.
- Export data, download the full backup and import clients.
- Void invoices.
- Reopen a signed visit, and delete visits.
- Delete signed forms.
- See and edit staff salaries, delete staff records and link staff records to app logins.
Signing visits
Vets, admins and owners can Sign & lock a visit. Nurses and reception can work on an open visit but can't sign it.
Owners
- Only an owner can invite another owner, make someone an owner, or remove an owner.
- A clinic always keeps at least one owner, so the last owner can't be removed or demoted.
- You can't change your own role or remove yourself.