This article will explain how to add a new user to your Animana account.
Before you start
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You need administrator permission to be able to add users to your Animana account. User permissions can be adjusted in > General Settings > Role Management.
Step-by-step instructions
- Go to > General Settings > User Management.
- You will see a table listing your current employees.
- To create a new user, click the link that says New User [number] at the bottom left corner. You can refer to the detailed overview of every field here.
- Enter all the details associated with the new user.
- Scroll down and click Save.
More about this
Explanation of available fields
Field | Explanation |
---|---|
Username | This is the username that is automatically generated by Animana and is something that cannot be changed. |
Password | Enter a password for the user. This is a mandatory field. Passwords must be at least ten (10) characters long, contain at least one (1) capital case letter (A-Z), contain a least one (1) special character (!@#$%^&*()_+|~-\`{}[]:”;'<>/) and contain at least one (1) digit (0-9). |
Code | This code will be displayed along most information added to the patient/client file (such as consultation, products, notes, client orders, estimates) and tasks and diary appointments to show which user made this addition/edit. We advise to use the initials of the user. |
First Name | First name of the user. |
Surname | Surname of the user. |
Language | This determines in which language Animana will be shown for the user. This can be changed at a later stage. |
Business email address of the user, this is not required. | |
Mobile | Mobile phone number of the user. |
Veterinary Professional Number | The vet professional number of the user. It will be automatically added to written prescriptions. |
Birth date | Enter the birth date of the user. |
Colour | The colour corresponds with the avatar colour at the top right corner of your screen. |
Appointment Group | The group that you select here will be shown as default tab in the diary of this user. |
Role | Here you are able to assign this user a role. Every role has a specific set of permissions that will allow or deny users access to particular areas of Animana. |
Location | By selecting a location, the user will not be prompted to select a location they want to log into. They will log into the location that has been selected in this field. |
Appointment Column | This will assign user to a particular Appointment Column if the user decides to use the diary function on an iPhone. More information about establishing a connection between Animana and an iPhone can be found at the "Related Articles" section. |