Help Centre › Setup & administration

Staff & roles

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

Every member of staff gets their own login. That is what makes the audit trail meaningful — every consultation, payment and stock adjustment carries the name of whoever did it.

Your staff#

Who can do this

Administrators only.

Home›Settings›User List

Adding a colleague#

Go to Settings → Add User — or open User List and tap an existing colleague to change theirs.
Enter their email address — this is the login, and it must be unique.
Enter their display name. This is what appears throughout the system, so use the name colleagues would recognise.
Tick the roles they need.
Save.

Careful

The email address is the login. If it is wrong, the person cannot sign in at all — check the spelling before saving.

Choosing roles#

The screen shows each role as a card you tap to select, with a summary of what it grants. Tick every one that applies.

Role	Give it to	Unlocks
Doctor	Veterinarians	Consult queue, hospital, boarding, lab results, clinical records, reversing charges, reports.
Receptionist	Front-desk and nursing staff	Payment queue, bookings, shop, new and existing clients. Can also run consultations.
Groomer	Grooming staff	Grooming queue and grooming-tagged price items, plus bookings and the shop.
Boarding Hand	Kennel and cattery staff	Boarding-tagged price items. Marked Modifier on screen — combine it with Receptionist or Doctor rather than giving it alone.
Admin	Practice managers	Settings, stock and prices, users, templates, all reports.

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

Note

A user with no roles at all can sign in but lands on a “No access yet” message instead of the home screen. If a new colleague reports that, their roles were never ticked.

Tip

Give the smallest set of roles that lets somebody do their job, and add more when they need them. It is the simplest way to keep prices and settings from being changed by accident.

Display names#

The display name is used everywhere a person is shown — queue cards, consultation records, audit trails, the welcome message on the home screen. Set it properly and colleagues can tell at a glance who did what.

Note

Without a display name FastVet falls back to the part of the email address before the @, which is rarely what you want on a clinical record.

When somebody leaves#

Remove their access rather than deleting the person. Their name stays attached to the work they did, which is what a clinical and financial audit trail requires.

Removing access stops them signing in immediately.
Their past consultations, payments and notes are untouched.

Careful

Never hand a leaver's login to their replacement. From that point on the records no longer say who actually did the work.