Staff and invitations
How to invite colleagues, understand role differences, manage access, and assign staff to multiple clinics.
Role overview
There are two roles within a clinic:
- Admin: Full access. Can manage settings, staff, ward, patients, appointments, and billing. The user who created the clinic starts as Admin.
- Vet: Clinical access only. Can work with patients, ward, appointments, and owners, but cannot access clinic settings, staff management, or billing.
Inviting a colleague
Go to Settings -> Staff. This is available to admins only.
Enter their registered email address in the invite field and click "Send invite".
They appear in the staff list with the Vet role after accepting the invite.
Changing a staff member's role
From the Staff page, find the staff member and use the role selector to switch between Admin and Vet. Changes take effect immediately.
Removing a staff member
Remove access from the staff page. This removes them from the current clinic only. Their account stays active and they can still access other clinics they belong to.
Assigning staff to multiple clinics
If you run multiple clinics, you can add the same staff member to more than one clinic. Each clinic keeps its own staff list and role assignment.
From the Staff page, use the add-to-another-clinic action next to a staff member to assign them to another clinic you manage.