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Changing a colleague's role

Every person in your practice is either an Admin or a Veterinarian:

Every person in your practice is either an Admin or a Veterinarian:

  • Admin — can invite new colleagues, cancel pending invitations, remove people from the practice, change other people's roles, and edit practice settings.

  • Veterinarian — a standard team member who can use Whippet for their consults but doesn't see the admin controls.

Only Admins can change roles. If you're signed in as a Veterinarian, you'll see everyone's role in the list but no actions menu. For the full team-management overview, see Managing your team in Settings.

How to change someone's role

  1. Go to Settings, then open the Users page.

  2. In the Practice Users table, click the menu (the three dots) at the end of the person's row.

  3. Click Make admin (if they're currently a Veterinarian) or Change to veterinarian (if they're currently an Admin).

  4. A confirmation dialog explains what will change — admin access to users, invites and practice settings is given or taken away. Click the confirm button (Make admin or Change role) to apply it, or Cancel to back out.

The actions menu open on a veterinarian's row in the Practice Users table, with Make admin highlighted

The Role badge in the table updates straight away.

Good to know

  • You can't change your own role. The actions menu doesn't appear on your own row, so you can't accidentally remove your own admin access and lock yourself out.

  • The practice owner's role is protected. The person whose account owns the subscription can't be changed here.

  • Because you can't demote yourself or the owner, a practice always keeps at least one admin to manage the team.

If something goes wrong

  • You don't see the ⋯ menu (the three dots) on a row. Either you're signed in as a Veterinarian rather than an Admin, or it's your own row or the practice owner's — neither role can be changed.

  • "Failed to change role" appears. The change didn't go through. Close the dialog and try again; if it keeps failing, check your internet connection.

To send a new invitation, see Inviting colleagues.

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