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You are now able to choose which roles and staff members are able to edit certain pet and customer information.
Step 1: Roles
- Go to Settings
- Select User Management
- Select the roles you’d like to edit or add a new role
Step 2: Editing permissions
- Scroll down to the CUSTOMER AND PET section
- From there you will find multiple settings allowing access to customer and pet permissions, including the ability to edit customer data.
- Save
Step 3: User Assigned Roles
- Add a New User or edit an already existing user.
- Select the drop down beside the “Assign to role” and select the appropriate Role for the permission level the user should have.
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