How do I edit a user?

Editing users can be done by browsing to > General Settings > User Management and clicking on the username you’d like to edit. Usually, the Administrator of your practice should be able to manage all users on this page. This feature is helpful in case you need to change employee details such as username, name and password. This article will guide you to the appropriate page and will explain how to add and edit a user.

Step by step instructions

Editing user details

Editing a user can be done by following these steps.

  1. Browse to > General Settings > User Management. You will see the user table:

  2.  Click on the username of the user you want to edit. You can now change the users’ details.

  3. The page will be similar to the one you saw while creating a new user. But there are four additional fields you should know about: 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.
    Usertype –  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.
    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.
    Notes – Here you may add notes regarding this user. Such as the last time when you have reset the password or whether you replaced the details of this user to a completely new one.
  4. At the bottom of the page you will also see a list of the IP-addresses of which the user logged in from:
  5. Once you have made the appropriate changes make sure to click Save.

More about this

Explanation of all the available fields

Here is an overview of all the fields you may edit on the user page:

FieldExplanation
UsernameThis is the username that is automatically generated by Animana and is something that cannot be changed.
PasswordAdd the password for the user here. This field is the only 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).
CodeThis 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.

We advise to use the initials of the user.
First NameFirst Name of the user.
SurnameSurname of the user.
LanguageThis determines in which language Animana will be shown for the user. This can be changed at a later stage.
EmailBusiness email address of the user, this is not required.
MobileMobile phone number.
Birth dateEnter the birth date of the user.
ColourThe colour corresponds with the avatar colour at the top right corner of your screen.
Appointment GroupBy selecting the Appointment Group, you will ensure that a user will see the selected group when accessing the diary page.
RoleHere 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.
LocationBy 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 ColumnThis 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.

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