Control who can view, create, or edit information across modules.
Overview
Roles & Permissions control what each user can see or do. Assign scoped roles—Core, Appointments, Health, Boarding, Grooming, Training, Diet, Configuration, Operations—so front‑desk, clinicians, and service teams have just the access they need. Levels (Own/User, All/Staff, Admin) protect sensitive data while keeping work friction‑free.
Clear roles reduce errors, speed onboarding, and support compliance requirements.
How It Works
- Each area (e.g., Health) has role groups with increasing access.
- “Own/User” sees and edits their own records; “All/Staff” sees department data; “Admin” configures and sees everything.
- Record rules ensure privacy (e.g., own pets/appointments).
Step-by-Step Guide
- Open Settings › Users & Companies › Users.
- Select a user and edit access rights.
- Enable the needed Pet Management groups (Core, Health, etc.).
- Save and ask the user to refresh their browser.
Typical Roles
| Role | What they do | Recommended level |
|---|---|---|
Front Desk |
Create pets, book appointments, send reminders. |
Core (All), Appointments (All), Notifications (Own/All) |
Veterinarian |
Medical visits, vaccinations, weight tracking. |
Health (All/Admin) |
Groomer |
Grooming sessions and services. |
Grooming (All) |
Trainer |
Training sessions and programs. |
Training (All) |
Boarding Staff |
Boarding stays and kennels. |
Boarding (All) |
Manager |
Reports, prices, configuration. |
Configuration (Admin) |
Tips
- Grant minimum access first; increase as needed.
- Separate Configuration Admins from daily operators.
- Use “Own” scope for contractors or temporary staff.