General steps to make and configure user accounts for new staff
It is important to know how to make a user account for a new staff member and configure the account for the staff member's work.
This table gives each general step and the related documentation to make and configure staff user accounts:
| Step | Task | Documentation |
|---|---|---|
| 1 | A practice manager makes sure that they know about:
| General settings of an ezyVet user account
The username format of an ezyVet user account User account configuration: Access settings for departments and business units |
| 2 | A practice manager makes a basic user account for a staff member. | Make a user account for a new staff member |
| 3 | If applicable, a practice manager:
| Permissions roles |