Adding a role to a user invitation
Once you’ve created your practice account, you can easily invite your staff members by following the steps below:
Click on Settings in the top left and navigate to Practice in the left panel to see practice settings or click here: https://web.scribblevet.com/settings/practice.
Click the purple Invite button.
Enter the email address and role of the member you want to add. You can also specify whether they are part-time (2 or fewer days a week) or if you want to make them an admin of the practice. See the reference below for guidance:
Updating roles
All invited users will receive a link to accept the invitation, which will automatically create their accounts (if they don’t have one already) and add them to your practice.
To change roles in a practice account:
Go to your practice settings at https://web.scribblevet.com/settings/practice
Find the user for whom you'd like to change the role, and tap Role.
A drop-down list will then appear, allowing you to select the appropriate role.
Assigning Admin or Owner Permissions
Within each practice member’s card, you’ll see their current role. Directly below it, you can select either the Account Owner or Account Admin option. Once assigned, the user will have admin permissions, including the ability to add or remove members and configure clinic-wide features such as Direct Dial.
Please note that Account Admins cannot remove Account Owners.
Updating names
To change names in a practice account:
Go to your user settings at https://web.scribblevet.com/settings/
Under Account settings, select Full name.
Type in the updated name.
Click Update.