Pet Manager supports the creation of individual user accounts. Setting up users ensures controlled access to the system, with permissions tailored to each role. This improves data security, maintains system integrity, and provides a clear audit trail of user activity. It also allows you to manage responsibilities and update access levels as staff join, leave, or change roles.
In This Article
To setup and manger User accounts go to Settings > Account
Then navigate to Users in the left side menu.
Users Overview
The overview table displays all users along with their login email addresses. You can also see whether each account has been verified, indicating if the user has activated their login. The role assigned to each user is also shown in this table.
You can quickly find any user by typing part of their name or email address into the search field.
Entries can be sorted using the arrow icons next to the column headers.
Quick edits can be made to any underlined information point by clicking the text and then selecting the blue tick to confirm the update
Additional edits can be made by clicking the Edit button to the right of the entry.
For Example
- Changing a users password
- Changing a users Role
- Accessibility to different locations (If using Multi-Site plans)
- Changing the viewing Theme
From the edit button, the users account may also be deleted, prevent further logging in.
| Deleting a user clears their name from all system history. If preserving that history is important, consider changing the password and email address rather than deleting the account. |
Adding a New User
To add a new user, click on the blue button.
Name - Enter the user’s name. This will appear throughout the system when viewing activity history.
Email - Enter the email address that the user will login in with.
Mobile Phone - Enter the user’s mobile number if you would like them to receive system Notifications via SMS. This field is optional.
Password - Create a password for the user to log in with.
Confirm Password - Repeat password entered above.
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After the user has verified their email address, they can set their own password by choosing the Forgotten Password option on the login screen. |
Role - Select the role for the user. This determines the level of access and permissions they will have within the system.
Staff - Select a staff member if you want this user account to be associated with a specific staff member. This field is optional.
- When a user account is linked to a staff member, system notifications can be triggered according to the options set for their role.
Theme - Select the viewing theme that the user will see when logging.
| Classic | Modern |
Kiosk Mode - Selecting this checkbox allows the user account to be used with Kiosk Mode. This option is not available for System Users.
Notification Location - If you operate multiple sites, you can control which locations the user receives notifications for. Select either All Locations or choose a specific site from the drop‑down list. All locations you have set up in the system will appear here.
Location - For multi‑site setups, choose the default site that will load first when the user logs in. The user can still change to any other site available in your system.
- This setting can also be used when Disable Location is activated, restricting the user to view information for a specific site while still allowing them to add bookings across all locations.
Disable Location Change - Selecting this checkbox removes the user’s ability to switch between sites using the location selector in the top toolbar.
- This also locks the site they can book into, based on the selected site set in the Location setting above.
Once completed
When the user account is created, they will receive an email asking them to verify their email address. This link is valid for 24 hours. If the email is not verified within that time, they will not be able to log in.
If the verification email expires or is missed, the user profile will need to be deleted and set up again. Recreating the profile automatically sends a fresh verification email.
After the user verifies their email address, the status on the overview page will automatically change to Completed.
Email has not been verified.
Email has been verified.
For More Information
On adding Staff view - Staff Settings
On creating different roles view - Roles & Permisions
On system notifications view - Notifications - Email, SMS or In App Notifications for Important Events In Pet Manager
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