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Users and Roles

Petaladdin should be configured so each team member has access that matches their responsibilities.

Why roles matter​

Roles help protect sensitive information and reduce accidental changes to billing, reporting, or administrative settings.

Common user groups​

  • reception or front desk
  • veterinary doctors
  • nurses or support staff
  • billing or operations staff
  • administrators
  1. Give each user a unique account.
  2. Assign the lowest level of access needed for their work.
  3. Review role assignments whenever responsibilities change.
  4. Disable access promptly when a staff member leaves.

Administrative routine​

Administrators should periodically:

  • review active users
  • remove unused accounts
  • confirm role assignments remain accurate
  • verify that sensitive functions are limited to trusted staff