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Staff User Management

The Users page is where clinic administrators add staff accounts, assign them to a clinic, and control their working access.

What users can do here​

  • review staff capacity and clinic allotment
  • search by name, email, phone, or username
  • filter by clinic, staff type, permission role, and status
  • add new staff accounts
  • edit existing staff access and profile details

What the staff list shows​

Each row can include:

  • staff name
  • email and phone
  • clinic
  • assigned permission roles
  • staff type
  • clinic title
  • account status

Filters available​

The page supports:

  • Clinic
  • Staff Type
  • Permission Role
  • Status
  • sort order

Use filters when reviewing a large team or checking who has access to a specific clinic.

Adding a staff member​

  1. Open Users.
  2. Select Add Staff.
  3. Enter the staff name, username, email, and phone.
  4. Set a password for the first login.
  5. Choose Status.
  6. Select the clinic.
  7. Choose the Staff Type.
  8. Add the staff title if needed.
  9. Assign one or more Permission Roles.
  10. Select Save User.

Doctor-specific fields​

If the chosen Staff Type is doctor, the form also shows:

  • qualification
  • registration number

This helps Petaladdin connect the staff record with doctor-based clinical workflows and certificates.

Important notes​

  • Staff Type groups the person operationally, but Permission Roles decide what modules they can open.
  • If no permission roles exist yet, create them first from the Permission Roles page.
  • Clinic admins may see staff slot limits based on the active subscription package.

Common mistakes to avoid​

  • assigning the wrong clinic
  • choosing a staff type but forgetting the permission role
  • leaving inactive users active after staff leave the clinic