Create and Manage User Accounts

Important

Upcoming change for UK clinics — action required The new SQP (Suitably Qualified Person) field will be available from 13 May 2026. Clinics have until 10 June 2026 to adjust their users and medicine classifications. After 10 June, non-veterinarian users must be marked as SQP and medicines must be classified as POM-VPS, NFA-VPS, AVM-GSL, or OTC for non-vets to continue creating medicine refills (in addition to having the refill permission). For preparation steps, see Use Medicine, Food, and Supply Refills.

You can create, edit, archive, and restore user accounts to give users approved and secure access to Provet. User accounts control feature access, define work roles, and manage user permission levels. It is recommended that all users have a unique account with personal login credentials.

Note that you must have administrator permissions to create and delete user accounts.

Create or Edit a User Account

To view and manage users, go to Settings > Users > Users. You can search for users using the search field or filter users by clinic location, permission group, personnel group, or last login time. Use the filter buttons to see Active, Virtual or Archived users.

To edit an existing user account, select the pen button at the end of the user row.

To create a new user account, select + New user.

Fill in the required and other relevant information:

First name and Last name: This information is required.
Email: This is required. The email is used for login credentials, sending password generation links, and responding to support tickets. It is recommended that the email address is active and the user has access to it. Additionally, any support tickets will be responded to at this email address.
Select Send password generation link to user's email to allow user set their password or select Set password manually and add a password for the user yourself.
ID number: The user's identification number from a proof of identity.
Title: The user's title.
Phone number: This field must either be blank or contain a complete phone number including '+' and the country code.
Veterinarian ID: The veterinary accredited qualification ID number for veterinarian users.
Prescriber ID: If relevant, the user's prescriber ID number that permits prescribing medications.
Initials: This information is required.
Contact details: Additional contact details.
Default permission group: This information is required. The permission group defines what functions and features the user has permissions to use. Four permission groups are available by default and additional custom permission groups can be created.
Clinic location specific permissions. If multiple clinic locations are in use, you can assign different permissions to different clinic locations for the user.
Personnel group: You can select a personnel group for the user. The available groups can be created in Settings > Users > Personnel groups.
Work role: This information is required. Select the user's primary work role:
- Veterinarian: Veterinarian users are available for appointment booking and can be responsible employees for consultations and individual invoice rows.
- Support staff: Support staff are available for the same responsibilities as veterinarians if the Allow support staff as supervising users clinic location setting is enabled.
- Administrative: Administrative users are clinic managers, accountants, and other administrative employees who do not handle appointments and consultations.
- Technical: This role is used for special cases where a user is needed for clinic monitors, for example, when the Provet calendar or another page is on constant display on a TV monitor in a room. These users are not visible in the appointment calendar and do not handle consultations.
Virtual user: A virtual user is a user account that does not have login user credentials and is used in as a general staff user to which unassigned appointments can be scheduled.
SQPs (Suitably Qualified Persons UK): This field applies to UK clinics only and is controlled by a feature flag. Select this option for non-veterinarian users who need to create medicine refills. When this field is enabled for a user, it acts as a second validation check (after the refill permission) that allows the user to refill medicines classified as POM-VPS, NFA-VPS, AVM-GSL, or OTC. Note: For users with the Veterinarian work role, the SQP field has no effect on refill behaviour. Veterinarians with the refill permission can refill all medicines regardless of SQP status.
Areas of expertise: For veterinary users, you can add information that describes the user's areas of expertise. This information is shown on the appointment calendar to help with scheduling appointments.
Qualifications: You can add the user's qualifications, such as accreditation DVM or VMD.
Active clinic locations: If multiple clinic locations are in use, you can activate the user account in all clinic locations or only in selected clinic locations.
Home clinic location: You can add a home clinic location for the user.
Show laboratories widget: When selected, the laboratory widgets are shown on the user's Dashboard page by default. Users can also enable or disable the widgets in their own profile settings.
Enable account expiration: When selected, the user account is automatically deleted after the defined expiration date.
Employee number: In this field, you can add, for example, an employee number used by HR integrations.
Default filters: If you select Copy filters, the filters selected on different pages are copied from the user you are logged in as to the new user you are creating. If you select Default filters, the default filters set in the system are used for the new user. Note that you cannot change this selection after saving the user account, but users can also save their own filters on different pages.

Archive and Restore User Accounts

Many subscription features are billed based on the number of users, so it is recommended that you routinely check and update your active user list to ensure that all accounts are current and valid.

To remove a user's access, you can archive their account. To do this, select the trash bin button on the user row and confirm the action. Archived user accounts are not fully deleted but are moved to the Archived list on the Users page.
To restore an archived user account, go to the Archived list, select the pen button on the user row, and save the user to activate the account.

Create and Manage User Accounts

Important

Create or Edit a User Account

Archive and Restore User Accounts

See Also

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