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Invite a colleague

Send your vets, experts and nurses an invitation by email and give each one a role. They choose their own password.

Updated

At a glance

Who can use this: Clinic admin
Works in: Web app

Only account admins can invite. Everyone you invite joins your clinic with the role you give them.

Steps

Open the members page

In the sidebar, select Company, then the tab Members.

Add their email addresses

Select Invite member. Type an email address under Email address and choose a Role:

  • General veterinarian
  • Expert veterinarian
  • Veterinary nurse
  • Account admin (no clinical access)

Select Add another for the next person.

The invitation window with two colleagues, each with a role.

Send

Select Send invitation. Each person gets an email to join your clinic.

What you've got now

The people you invited are on the members page, marked pending, until they accept. An invitation is valid for 7 days: if it runs out, select Resend invitation next to the person. They can follow Join your clinic.

No Invite member button? The page then says why: your account needs to be verified, and your clinic needs an active subscription.

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