How do I edit a user?

Contents

Changing user data comes in handy when for instance the name, role or any of the other fields for a user need to be adjusted. This article explains how an existing user can be edited.

Before you start

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Only administrators can edit users in Animana. As a user, you can edit some of your user data yourself, please refer to the Related articles section for more information.

Step-by-step instructions

Go to > General Settings > User Management. You will see a list of active users.
Click the username that you want to edit.
Adjust the necessary fields. The fields are explained in the section below.
Click Save.

More about this

Explanation of all the available fields

Field	Explanation
Username	This is the username that is automatically generated by Animana and this cannot be changed.
Code	This code will be displayed along most information added to the patient and client file, as well as tasks, diary appointments and internal messages to show which user made this addition/edit. We advise to use the initials of the user as a code.
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 date of birth of the user. Their birthday will then appear in the diary.
User type	If you have different user types set-up in the system, you may assign one here (e.g. “vet”, “nurse”, “other”). This is especially important if the user is a vet and is allowed to register medication of livestock. This is also applies to: - Protocols: let's say a protocol has the field "user" that defaults to "vet". Suppose a colleague that adds the protocol does not have their user type set to "vet", then that user will not be shown in your protocol. - Laboratory requests: when creating a lab order from Animana (for VetConnect Plus for example), only those users that have set the "user type" to "vet" are displayed. - Patient identifications: when adding a patient identification, only those users that have set the "user type" to "vet" are displayed in the drop-down menu for "Administered by".
Notes	This field is for the administrator. It can be used to make a note regarding this user, e.g. a user’s contract hours or personal notes. It is only visible to the administrator, not to 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.
Check on IP	If you wish to lock user access by IP address, enable this setting. When enabled the user may only log in from one of the IP addresses shown in the list at the bottom of the page.
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 at the "Related Articles" section.
CalDAV password	The user will need this password to let Animana appointments sync to their iPhone. See the Related articles for more information.
Active	By default users are active, but you can disable users (without deleting them), by marking them as inactive. We advise clinics to disable old staff members, by doing this the client and patient history is maintained in the client and patient file.
Colour in appointment columns	If you use scheduling in Animana, you can set the color for this user in the calendar. The user's availability will then be visible in the calendar through a colored column (in the chosen color) on the left side.
IP addresses block	The IP addresses section lists all the IP addresses from which the user has logged in from. When the user setting “check on ip” is enabled, the user can only log in from IP addresses (locations) which are shown in this list.
ICM	Here you can enter information for external accounts. Currently supported are: Medirund, Infokalf, Infovarken and Verin.
Hours	Here you can enter staff contract details, such as start date, end date and contract hours. Changes will have to be made manually.

How do I deactivate a user?

Go to > General Settings > User Management > Click the username.
Next to the field “active” select the option “no”.
We advise to also update the following fields:
- Set the field “usertype” to “other”. Otherwise, users will remain visible if the “usertype” field is included in a protocol, if a VetConnect PLUS order is created from Animana, or if patient identification is added.
- Clear the “birth date” field if you do not want to see the birthday of inactive users in the calendar.
Click Save.

Where do I find an overview of inactive users?

Go to > General Settings > User Management > Click Show Inactive in the top right corner.

This will show you a list of your inactive users.

Updated on 8 April 2024

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