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Change a team member's permissions

Before you begin​

  • You need the Administrator profile. A Store manager sees the team but not Permissions.
  • You cannot change your own permissions or the account owner's.
  • The person must already be on the team.

Steps​

  1. At the top of the screen, click your photo, then Account Settings.
  2. In the side menu, click Team Members.
  3. On the member's line, click Permissions.
  4. In Profile, choose the profile closest to the person's job. See Permissions and profiles.
  5. Check the extra permissions the person needs. Items marked "from profile" are locked: they come with the profile.
  6. Click Save permissions.
  7. Ask the person to sign out and sign in again.

Done​

The message "Permissions saved" appears, and the bottom of the screen shows how many extra permissions the person has. The new access works after the person signs in again.

Good to know​

  • To take away something that comes from the profile, choose a smaller profile and check only the extras the person needs.
  • Issue prescriptions, certificates and reports stays locked until the person has the veterinarian credential: the Veterinarian item in the Clinical group. It comes on its own when the person saves their veterinarian profile with the license. You can also check it here, and only you can remove it. Removing it also removes the permission to issue.
  • The names on the screen may be worded differently from this guide. Under each permission there is a small code, such as sales:discount. Look it up in the Code column of Permissions and profiles.

If something goes wrong​

  • "Only the account administrator can manage permissions.": your profile is not Administrator. Ask the account owner.
  • "This member is no longer in the account.": the person was removed. Reload Team Members.
  • The person still doesn't see the change: they have not signed in again since you saved. See Fix access problems.