How do I allow my staff to edit customer/pet information?

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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

  1. Go to Settings
  2. Select User Management
  3. Select the roles you’d like to edit or add a new role
    How do I allow my staff to edit customer/pet information? 7

 

Step 2: Editing permissions

  1. Scroll down to the CUSTOMER AND PET section
  2. From there you will find multiple settings allowing access to customer and pet permissions, including the ability to edit customer data.
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  3. Save

 

Step 3: User Assigned Roles

  1. Add a New User or edit an already existing user.
  2. 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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