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Help Centre › Setup & administration

Staff & roles

Add colleagues, give them the right access, and remove them cleanly when they leave.

Give every member of staff their own login, so every consultation, payment and stock adjustment shows who did it.

Your staff#

Who can do this
Administrators only.

Home›Settings›Users

Staff at your practice, with their email addresses and roles.
Staff at your practice, with their email addresses and roles.

Invite pending marks a colleague who has been added but has not signed in yet. See The invitation email.

Adding a colleague#

Adding a member of staff.
Adding a member of staff.
  1. Go to Settings → Users and tap Add in the footer. To change an existing colleague, tap the edit button at the end of their row.
  2. Enter their Display Name — the name colleagues will see throughout FastVet.
  3. Enter their Email. This is their login, so check the spelling.
  4. Tap the roles they need.
  5. Press Add (or Update for an existing colleague). FastVet emails a new colleague an invitation straight away.

The invitation email#

You do not set a password for a colleague. They choose their own from the invitation email. It comes from FastVet rather than your practice's address, so ask them to check their junk folder if it has not arrived.

  1. They open the email and tap Create my login.
  2. The sign-up screen opens with their email address filled in. They choose a password — or continue with Google, if that address is a Google account.
  3. They land on the Home screen, already part of your practice.
  • They must sign up with exactly the address you entered. A login under any other address is not connected to your practice, and they see “Not assigned to a practice”.
  • They should sign in the same way every time — with a password, or with Google, whichever they used first.
  • Someone who already has a FastVet login chooses Log in on that screen instead of signing up.

If the invitation never arrived, open Users and tap Resend invite beside their name. It is only shown for colleagues marked Invite pending.

Note
If the invitation could not be sent when you saved, the colleague is still added. Try Resend invite later, or ask them to sign up on the sign-in page with that email address.
Tip
A colleague you remove and later add back keeps their old login and can sign in straight away.

Choosing roles#

Each role is a card showing what it gives access to. Tap every one that applies.

RoleGive it toUnlocks
AdminPractice managersSettings, stock and prices, users, templates and all reports.
DoctorVeterinariansThe consult queue, hospital, boarding and reports.
ReceptionistFront-desk and nursing staffThe payment queue, bookings, the shop, and new and existing clients. Can also run consultations.
GroomerGrooming staffThe grooming queue and grooming price items, plus bookings and the shop.
Boarding HandKennel and cattery staffBoarding price items in the price picker. Marked Modifier — combine it with Receptionist or Doctor.

Roles add together. A vet who also manages the practice might have Doctor, Receptionist and Admin.

Note
Someone with no roles can sign in but sees “No access yet” instead of the home screen. Give them at least one role.
Tip
Give each person only the roles they need, and add more later. It keeps prices and settings from being changed by accident.

Display names#

The display name is shown wherever FastVet names a member of staff — queue cards, consultation records, audit trails and the welcome on the home screen. Use the name colleagues know them by.

When somebody leaves#

  1. Go to Settings → Users and tap the edit button at the end of their row.
  2. Press Delete and confirm.
  • They cannot sign in.
  • Their past consultations, payments and notes keep their name.
Note
Never give a leaver's login to their replacement. The records would then show the wrong person for everything done from that point.