Introduction of User Roles for clinics and vet groups

Modified on Tue, 8 Aug, 2023 at 5:28 PM

What are User Roles? 


“User Roles” can be implemented to give you more control over your Vetstoria platform when issuing access to your team members. For instance, you may want to have certain members of your team to access and view appointment information, obtain the payment transaction reports to reconcile at the end of the day, or for viewing the analytics. These users therefore don't need access to all the settings, or even disabling the tool altogether. This is why we introduced two new 'User Roles.


  • The “Admin” role will let you retain full control and authority over the account settings, (as it is now).
  • The “Viewer” role will allow users to view essential information without the ability to modify or interfere with critical settings.


Implementing these roles ensures that the right people, can perform the right things, whilst still effectively safeguarding your important Vetstoria configurations.


Explaining User Accounts


There are two types of user account 


1. A Clinic user, who has access direct to the clinic platform.

2. A Vet Group user, who has access to a group of clinic platforms.


Clinic / VG Viewer Restrictions

This table details what users on a 'Viewer' role will be restricted from.


Clinic User AccountVet Group User Account
Features
ViewerAdminViewerAdmin
Dashboard
Appointments Tab
Payments
Digital Marketing Tab
Analytics Tab
Settings Tab
Help Button
Support Chat
Schedule Appointment
Ability to enable/disable Appointment Booking
Profile Account Details
Profile Account Details
Vet Group Level Access
Website Integration
API Test
Settings


Note: If a feature or function is not listed here, you can assume that access is permitted. 





If you wish to activate user roles for your clinic or vet group, please reach out to our support team to set up separate user access levels for your operational staff.

If you have any questions or if you need further help, please login to Vetstoria to chat with our team or use the Contact Support form linked at the top of this page. 






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