This article explains how User Administrators can request delegate permissions for practice users.
From the Practice User’s Profile
Request delegate permissions from the Practice User’s profile when you want to request permissions for a single user across multiple veterinarians.
Steps
- 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: The veterinarian(s) or one of their designated Delegate Manager(s) will need to approve the Delegate Permission request.
From the Veterinarian’s Profile
Request delegate permissions from the Veterinarian’s profile when you want to request 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: The veterinarian or one of their designated Delegate Manager(s) will need to approve the Delegate Permission request.
What Happens After You Apply Changes
After delegate permission changes are requested, approval is required before the changes take effect.
- The veterinarian who holds the clinic’s valid veterinary license, or
- A designated Delegate Manager
must log in to review and approve the request.
Important: Delegate permissions remain pending until they are approved by an authorized user.
Next Steps: Approving Delegate Requests
Approval steps are covered in separate articles based on role:
-
Veterinarians
See Managing Delegates as a Veterinarian to learn how to review and approve delegate requests under your license. -
Delegate Managers
See Managing Delegates as a Delegate Manager to learn how to approve delegate requests on behalf of a veterinarian.
Related Articles
Understanding Delegate Permissions