Roles & permissions
Everyone sees what their job needs.
Build your own roles and decide, resource by resource, who can view, edit or delete. Reception, nurses, vets and the accountant each get a login that fits the work.
- Custom roles Start from the defaults or define your own.
- Per resource Records, invoices, inventory, analytics, client messages: each with its own permissions.
- Per location on Enterprise A person can be a vet at one site and an administrator at another.
Start free trial Custom roles from Professional. Per-location roles on Enterprise.
Control without friction
Client messages Choose which roles can read and reply to clients.
Billing access Let the front desk issue invoices while only admins mark them paid.
Clinical seats Decide who can take visits; only those count as billable seats.