Team & roles
Owner, admin, vet, tech, reception — who does what.
Every member of a practice holds one role. Each role sees what its work needs, no more.
| Role | Covers |
|---|---|
| Owner | The whole practice: team, settings, billing |
| Admin | Team membership and practice settings |
| Vet | Clinical work: records, notes, consultations |
| Tech | Clinical support: patient flow, inventory |
| Reception | Front of house: booking, inbox, the day list |
Only owners and admins manage membership: adding people, ending access, changing roles.
Verification is personal
Each vet verifies registration individually, exactly as independent vets do (see Getting started). A practice membership never inherits or transfers it.
Role preview
The practice owner can preview the workspace as any other role: what reception sees, what a tech sees. Preview only narrows — it can never grant more than the previewing account already has.
Two-step verification
Professional accounts support TOTP two-step verification. Sensitive actions ask for a fresh code.