As a Delegate Manager, you can directly assign delegate permissions to practice users and approve permission requests for veterinarians of which you have the Delegate Manager permission for.
Approving Pending Delegates
When a User Administrator has requested delegate permissions under a veterinarian that you are a Delegate Manager for, you can approve or deny the request on their behalf.
- Go to Practice Settings and select User Management from the left navigation menu.
- Locate the Veterinarian’s Profile and click on their name.
- Locate the Delegates Pending [Vet's Name] Approval card.
- Check the box next to the name(s) that you would like to approve.
- Click Approve to accept the delegate permission request(s).
- If you would like to decline a request, select the name(s) and click Deny.
Note: Only veterinarians can approve requests for the Delegate Manager permission.
Assigning Delegate Permissions
As a Delegate Manager, you can assign Basic and Advanced delegates for your designated veterinarian(s).
From the Practice User’s Profile
Assign delegate permissions from the Practice User’s profile when you want to request delegate permissions for a single user for multiple veterinarians.
Note: If you are not a delegate manager for each of the veterinarians, they will need to approve your request.
- Go to Practice Settings and select User Management from the left navigation menu.
- Locate the User’s Profile and click on their name.
- Locate the Delegate Permissions card and click Manage Permissions.
- Select the desired Permission Level you would like that user to have for each applicable veterinarian.
- Click Apply Changes to save.
Note: Attempting to assign the Delegate Manager permission to any user will result in a Pending request that can only be approved by the veterinarian themselves.
From the Veterinarian’s Profile
Assign delegate permissions from the Veterinarian’s profile when you want to assign Basic or Advanced delegate permissions for multiple users for that specific veterinarian.
- Go to Practice Settings and select User Management from the left navigation menu.
- Locate the Veterinarian’s Profile and click on their name.
- Locate the [Veterinarian Name]’s Approved Delegates card and click Add/Manage Delegates.
- Select the desired Permission Level you would like each applicable user to have for that veterinarian.
- Click Apply Changes to save.
Note: Attempting to assign the Delegate Manager permission to any user will result in a Pending request that can only be approved by the veterinarian themselves.
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