SlatePets
User Guide
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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.