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Make a user account for a new staff member

After a practice manager makes an ezyVet user account for a staff member, the staff member can sign in to ezyVet.

Make sure that you know the function of the general settings of a user account and the access settings of a user account.
To make a user account, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Users/Resources.
    The Users/Resources setting in the settings list
  3. Select Users.
    The Users setting
    ezyVet shows New User screen.
  4. In the Name box, enter the full name of the staff member.
    The Name box
  5. If necessary, use the Initials box to enter the staff member's initials.
    Note: For initials, ezyVet automatically uses the first letter of the first name and last name that you enter in the Name box. If you want to override the automatic initials, use the Initials box to enter the initials that you want.
  6. In the Sending Email Address box, enter the email address of the staff member.
  7. In the Login Name (Your Email Address) box, enter a username.
    The Login Name (Your Email Address) box
    Note: ezyVet customer support recommends that you use the email address of the staff member as the username.
  8. In the System Password box, enter a password for the user account.
    Important: Make sure:
    • That the password is not easy for other persons to know
    • That the password has many characters
    • That the password includes numbers, capital letters, lowercase letters, and special characters
    • That the password is not a password that you use for other systems
    Note: While you enter the password, ezyVet shows the password text. Make sure that only you can see the password while you enter it. After you select Save at the end of this procedure, the System Password box does not show the password.
  9. In the Mobile Number box, enter the phone number of the staff member.
  10. If applicable, use the Registration Number box to enter the registration number of the staff member.
  11. Use the User Access settings to give access to departments and business units or to make the account available for appointments.
    Note: For more information, refer to the documentation about the access settings of an ezyVet user account.
  12. Make remaining settings as necessary.
  13. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has a user account for the staff member.
If necessary: