Anyone with admin access can add or edit staff members in Practice Home.
In the left navigation bar, choose Staff log in and enter your login information.
Under Practice, select Staff, then Add a staff member.
You’ll see a checklist of the role options available. If you don’t check any of the boxes, the staff member will have basic user access. You can select more than one role; for example, a veterinarian can also be a site administrator.
Once you’ve selected any applicable roles, enter the staff member’s first and last name and the username (such as first initial last name). You’ll also need to add a temporary password, which the staff member can change when they log in.
If the staff member needs to receive email notifications about orders, check the box and enter their email address (if you’ve assigned any of the roles above, this box will be checked automatically). By checking the “Enable email notifications” box, the staff member will automatically receive all notification types. You can update these notifications after saving the record by going to Settings → Notifications.
