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Users/Employees
Adding Users/Employees
You can add users (people who are able to login to the system) From the Settings | Users screen OR from any Person record, just ensure the following are set:
- Add an email address
- Set a "Customer Portal/Employee Username", can be a simple username OR their email again
- Ensure the "Staff", "Medical Only", or "Volunteer" box is checked
- Ensure the "Send Welcome Email" box is checked
When done, the user will get an email with a link to create a password
User Permissions
The following can be set from any "Person" screen in the Permissions area. A person can have more than one selected.
- Admin - Full access to the system
- Staff - Full access to everything besides "Settings"
- Volunteer - Access to volunteer screen and the ability to clock-in/out
- Medical Only - Access to medical screen and related areas ONLY
- Change Signage - Access to change the signage settings for individual animals
There is also a separate Settings | Permissions area to control what ALL staff (non-admins) is capable of doing. Currently this area can control what records staff can or can not delete.