Workflows

Manage the clinic team

Find a team member and review their details and invitations.

Platform · Last verified:

Starting route: /clinic

  1. Open the team section in Clinic Administration and review users and pending invitations.
  2. Select a team member to open /clinic/users/[fp]. Overview, Analytics, and Clinics show the relevant information; visible tabs depend on access.
  3. As an authorized user, use Change Role or Manage Permissions to change access. Permission management is at /clinic/permissions.
  4. Open /clinic/schedule for shifts and schedule exceptions. The Schedule tab in user detail is not itself the shift editor.
  5. For a new invitation or seat capacity, go to Active users and Pending invitations at /clinic/billing/seats. Use Invite user if permitted.

Read the confirmation before removing someone from the clinic or cancelling an invitation. Clinic administration · Subscription and billing.

Invitations, roles and seats

Check the invitation phone and allocated plan/seat. A pending invitation is not active membership. Role access and plan/usage changes differ; granting one does not increase the other's capacity.

Verify the result in active users, invitations and seat views. Use clinic-local dates for shift exceptions. VetConnect delegates team management to web. See team/settings and access issues.

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