Skip to main content

Adding and Managing Staff Accounts

D
Written by David Servodidio

Staff roles in VetVerifi

VetVerifi has two clinic-side roles:

  • Admin — full access including billing, integrations, and user management

  • Staff — access to the AI Copilot inbox and record management; cannot change billing or integrations

Adding a team member

  1. Go to Settings > Team Members.

  2. Click Invite Staff Member.

  3. Enter their name and work email.

  4. Select their role (Admin or Staff).

  5. Click Send Invite. They'll receive an email to set up their login.

Removing a team member

Go to Settings > Team Members, find the staff member, and click Remove. Their access is revoked immediately. Outstanding record-sharing approvals they managed are not affected.

💡 There is no limit on the number of staff accounts. Add your entire front desk team — it's included in your clinic plan.

Did this answer your question?