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.
> 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.
After you have saved a new user, and re-open the user to edit, extra fields are available. See the related articles below.
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 & Reenter 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. |
| Title | The title 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. |
| Authentication email | The email address this user wants to use to log into Animana. This should be their individual practice email address, not a shared account. |
| Mailing email | The email address that appears in customer communications by this user, such as letters and emails. |
| 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 | Select the location where this user works most often. |
| Use location on log in | By selecting yes, 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 the previous 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 in the "Related Articles" section. |