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Administration permissions

PermissionFunction
Administration > Tags > Create New TagsA user account can:
  • Make tag categories
  • Make tags
  • Add tags to tag categories
Note: The Create New Tags permission overrides the Administration > Tags > Apply Tags permission.
Administration > Tags > Apply TagsA user account can set a tag in an ezyVet record.
Administration > Product > Disable ProductsA user account can disable product records.
Administration > Product > Restore ProductsA user account can enable product records.
Administration > Product > Restore Inherited ProductsA user account can restore disabled product records of an inherited site.
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance.
Administration > Product > Add New ProductsA user account can make product records.
Administration > Product > Edit ProductsA user account can change the information of product records.
Administration > Product > ImporterA user account can use a CSV file to:
  • Import product records
  • Change the information of product records
Administration > Product > View Cost PriceA user account can get access to the cost price of a product.
Administration > Product > Change Sell PriceA user account can change the sell price of a product.
Administration > Product > Change Sell Price When Receiving InvoiceWhen your organization receives an invoice, the user account can change the sell price of a product that the invoice includes. This permission is applicable if a received invoice's products have different prices than the standard prices.
Administration > Product > Change Cost Price When Receiving InvoiceWhen your organization receives an invoice, the user account can change the cost price of a product that the invoice includes. This permission is applicable if a received invoice's products have different prices than the standard prices.
Administration > Product > Merge ProductsA user account can merge product records.
Administration > Product Group > Add/EditA user account can:
  • Make product groups
  • Change the information of product groups
Administration > Product Group > Disable/RestoreA user account can disable and enable product groups.
Administration > Wellness Plan > ViewA user account can get access to wellness plan settings in ezyVet's system settings.
Administration > Wellness Plan > Add/EditA user account can:
  • Configure wellness plans
  • Change the configuration of a wellness plan
Administration > Wellness Plan > Disable/RestoreA user account can disable and enable configured wellness plans.
Note: A user account can disable a wellness plan only if a patient does not have the wellness plan.
Administration > Wellness Plan > Edit Free/Discount Amounts on Used BenefitsA user account can change the free/discount quantity of a benefit that a patient uses.
Administration > Wellness Plan Benefit > Add/EditA user account can:
  • Add wellness plan benefits
  • Change wellness plan benefits
Administration > Wellness Plan Benefit > Disable/RestoreA user account can disable and enable wellness plan benefits.
Administration > Wellness Plan Membership > Add/EditA user account can:
  • Enroll patients in wellness plans
  • Change the enrolled wellness plan of patients
Administration > Wellness Plan Membership > Disable/RestoreA user account can disable a plan if the patient did not consume a benefit.
Administration > Wellness Plan Membership > Pause/Unpause membershipsA user account can pause and continue wellness plan memberships.
Administration > Wellness Plan Membership > Lock/Unlock wellness benefit consumptionA user account can lock or unlock the benefit consumption of a wellness plan membership.
Administration > Wellness Plan Membership > Cancel memberships with consumed benefitsA user account can cancel a wellness plan membership if the patient has consumed benefits.
Administration > Wellness Plan Membership > Override memberships cancellation feeA user account can override the cancellation fee of a wellness plan membership.
Administration > Contact > Disable/RestoreA user account can disable and enable contact records.
Administration > Contact > Contact ImporterA user account can use a CSV file to:
  • Import contact records
  • Change the information of contact records
Administration > Contact > Change Credit StatusA user account can change the credit status of the contact record of a person or organization.
Administration > Contact > Edit Vet ContactsA user account can change the information of a veterinarian contact record.
Administration > Species > Add/EditA user account can make and change species records.
Administration > Species > Disable/RestoreA user account can disable and enable species records.
Administration > Species > MergeA user account can merge species records.
Administration > Breed > Add/EditA user account can make and change breeds records.
Administration > Breed > Disable/RestoreA user account can disable and enable breed records.
Administration > Breed > MergeA user account can merge breed records.
Administration > Animal Colour > Add/EditA user account can make and change patient colors.
Administration > Animal Colour > Disable/RestoreA user account can disable and enable patient colors.
Administration > Animal Colour > MergeA user account can merge patient colors.
Administration > Users > Add/Edit UsersA user account can:
  • Make user accounts
  • Change the information of user accounts
Administration > Users > User PermissionsA user account can add and remove user account permissions.
Administration > Users > Edit Commission PercentagesA user account can change the commission percentages of a user account.
Administration > Roles > Add/Edit/Disable RolesA user account can:
  • Make permissions roles
  • Change the information of permissions roles
  • Disable permissions roles
Administration > Roles > Add/Edit/Disable Key Roles A user account can:
  • Make key permissions roles
  • Change the information of key permissions roles
  • Disable key permissions roles
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance.
Administration > Roles > Assign RolesA user account can add configured permissions roles to user accounts.
Administration > Roles > Assign Key RolesA user account can add configured key permissions roles to user accounts.
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance.
Administration > Price Adjustment Rules > Add/Edit Price Adjustment RulesA user account can:
  • Configure price adjustment rules
  • Change the configuration of price adjustment rules
Administration > Price Adjustment Rules > Restore Price Adjustment RulesA user account can enable records of price adjustment rules.
Administration > Price Adjustment Rules > Restore Inherited Price Adjustment RulesA user account can enable records of price adjustment rules of an inherited site.
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance.
Administration > Communication Task > View Communication TasksA user account can get access to the settings of a communication task.
Administration > Communication Task > Add/Edit Communication TasksA user account can
  • Configure communication tasks
  • Change the configuration of communication tasks
Administration > Scheduling Reporting Task > View Scheduled ReportsA user account can get access to the settings of automated reports.
Administration > Scheduling Reporting Task > Add/Edit Scheduled ReportsA user account can:
  • Configure automated reports
  • Change the configuration of automated reports
Administration > Tag Task > View Tagging TasksA user account can get access to the configuration of tagging tasks.
Administration > Tag Task > Add/Edit Tagging TasksA user account can:
  • Configure tagging tasks
  • Change the configuration of tagging tasks
Administration > Event Group > Add/EditA user account can:
  • Configure SOC event groups
  • Change the configuration of SOC event groups
Administration > Event Group > Disable/RestoreA user account can disable and enable SOC event groups.
Administration > Time Clock > View Time ClockA user account can get access to the Time Clock dashboard tab.
Administration > Time Clock > Edit Time ClockA user account can change time clock records.
Administration > Standard Operating Procedures > Edit Standard Operating ProceduresA user account can:
  • Make standard operating procedures
  • Change the information of standard operating procedures
Administration > Sidebar > Show Alerts/Metrics Tab on SidebarA user account can get access to the Alerts/Metrics section of the task panel.
Administration > Central Structure > Add/EditA user account can:
  • Configure the sync of a central site
  • Change the sync configuration of a central site
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance.