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Give Vello access to a staff member

After an admin gives access to a staff member, the staff member can use Vello.

Make sure that you have admin access in Vello.
Note: This documentation is for a beta feature. The beta feature is only available for an initial set of customers.
For more information about what staff members and admins can do, refer to About staff and admin access in Vello.
  1. Open Vello from ezyVet.
  2. In the left sidebar, select Practice Settings.
    Note: If the left sidebar is closed, select the practice settings button:

    Vello shows a Practice Settings screen.
  3. Select the Users tab.
    Vello shows the staff members who have access to Vello.
    Note: The tab shows this information about each person:
    • Name
    • Email address
    • When the person last signed in to Vello
  4. Select Add user.
  5. In the Search by name box, enter 3 or more characters of the name of a staff member.
    Vello shows the applicable staff members from the ezyVet staff list.
  6. Select the staff member.
    You can select a maximum of 10 staff members at one time.
  7. Optional: If you want to give the staff member admin access, select Set as an admin.
  8. In the dialog box, select Add user.

Vello adds the staff members. The staff members can use Vello immediately.