Workflows
Manage the clinic team
Find a team member and review their details and invitations.
Platform · Last verified:
Starting route: /clinic
- Open the team section in Clinic Administration and review users and pending invitations.
- Select a team member to open
/clinic/users/[fp]. Overview, Analytics, and Clinics show the relevant information; visible tabs depend on access. - As an authorized user, use Change Role or Manage Permissions to change access. Permission management is at
/clinic/permissions. - Open
/clinic/schedulefor shifts and schedule exceptions. The Schedule tab in user detail is not itself the shift editor. - 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.