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        Staff user accounts

        • General steps to make and configure user accounts for new staff

        • Make a user account for a new staff member

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        • Change the settings of many staff user accounts

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Staff user accounts

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Change the settings of many staff user accounts

Each user account of your site has many settings (for example, the sign-in email address and password of each person). A practice manager can use the Records dashboard tab to change the settings of many user accounts at the same time.

To change the settings, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to User.
    The User record type
  4. If necessary, set applicable filters that ezyVet uses to show the records.
    The filters section of the Records dashboard tab
  5. Select Show Records.
    The Show Records button
  6. Select the applicable records.
  7. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To change all records of the search results, select All. To change only the records that you select, select Selected.
  8. In the Action list, select Bulk Edit Details.
    The Bulk Edit Details setting
  9. Select Action.
    The Action button
    ezyVet shows the Edit User Details dialog box:
    The Edit User Details dialog box
    Tip: The dialog box shows settings that are the same settings available in the user account configuration of each person.
  10. Make the necessary settings for each user account.
  11. Select Update Users.
    The Update Users button
    ezyVet shows a confirmation message:
    A confirmation message
The user accounts have the changed settings.
Parent topic: Staff user accounts
Related concepts
  • General steps to make and configure user accounts for new staff
Related tasks
  • Make a user account for a new staff member
  • Add a registration number to a staff user account
  • Add a signature to a staff member's ezyVet user account

Procedure
ezyVet
Practice manager

Last updated: August 9, 2024

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Related Articles:

  • Staff user accounts
  • General steps to make and configure user accounts for new staff
  • Make a user account for a new staff member
  • Add a registration number to a staff user account
  • Add a signature to a staff member's ezyVet user account

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