Adding a New User

When logged into your administrative account, open your Left Navigation bar and select "Settings". Choose "User Management" from the drop down list.

Left_Navigation_-_User_Settings.png

 

You will see a list of all currently active users on the right side of the screen. At the bottom of that box, select "Add New Practice User" to create a new account.

PA_Manage_Users.png

 

Complete the user details, including a username, email, and password. Passwords must be at least 6 characters long.

Please note that this email address will receive prescription request alerts for any prescriptions assigned to this user, whether as a veterinarian or delegate.

You also have the ability to assign administrative privileges to this user. To do so, simply drag "Practice Admin Administrator" into the box on the right. You can read more about permission levels here.

PA_Add_New_User.png

 

If this user is a veterinarian, check the box that says "Is a Veterinarian?" and enter his or her license information into the fields that appear on the right. If you would like your clients to be able to select this veterinarian as their doctor on the storefront, check the box marked "Visible on Storefront" as well.

PA_Add_New_Vet.png

 

When you are happy with the set up for this user, hit "Save".