Team Settings
Creating accounts for your team
Section titled “Creating accounts for your team”There are several options when using VetNotes in a team:
- Each staff has their own account.
- Staff share one account.
- One account per consult room.
Considerations:
- Recordings can only be viewed by the account they were recorded on.
- You can record simultaneously on the same account.
Account types
Section titled “Account types”- Admin - recording & note generation, can access billing, share templates, add or remove other accounts and change their role.
- Member - recording & note generation.
Admins can change each person’s role in the Role column of the Clinic members list.
Add an account to your clinic subscription
Section titled “Add an account to your clinic subscription”- In the web app, go to Settings → Team & clinics, then click Invite to clinic.
- See How to add a member to your clinic for the full steps.
Share templates between accounts
Section titled “Share templates between accounts”- When editing a template, tick the accounts you’d like to share with under Share with Team.
- Only admins can share templates.