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14.4. Managing VCP Users

The VCP can have multiple users and user roles – just like your clinic does!

The concept is that the rescue/shelter should have one Portal account with multiple users that login to access the scheduled animals, records, and invoices.

These different VCP users will have their own personal login. This way if someone leaves the organization their access can be removed. Or if the organization uses volunteers, they may want to restrict who has access to invoices and making payments.

VCP User Management

Instructions for Volume Clients to Manage their own VCP Users.

After the Portal invite is accepted, Volume Clients control their own users.
Each volume client admin can add or delete users as necessary. They can even set up Roles for users which lets certain users do certain things. To set up a new user, go to the person icon (upper right). It is recommended to have 2 admin users for a volume client portal.

A VC will create additional users in their Portal Settings.

A VC will create user roles in their Portal Settings.

Updating Usernames

The only way to update a user’s name after the user has been created is to have the
Individual user update their name on their account.

To Update a Username:

  1. First, go to Settings on the top right corner.
  2. Next, click Change Password.
  3. Click Profile, then Update Name.
  4. Click Save.
  • Note: User must sign in and out for change to update.

Staff Can Modify VCP Users

If the clinic team needs to Add, Modify, or Delete users in the volume client’s Portal, follow these steps:

  1. Open Search Clients/Animals and locate the volume client profile.
  2. View the profile and go to the VCP tab.
  3. Click Login As VCP to access the volume client profile.
  4. In the VCP, go to the Settings located at the top right corner.
  5. From here, you can add, modify, or delete any user as needed.

Deleting VCP Users

  1. Search Clients/Animals.
  2. Search by Volume Client and enter the name of the volume client. Click View.
  3. Navigate to the VCP tab.
  4. Click Login As VCP to access the volume client profile.
  5. In the top right corner, click on your profile login, then Settings.
  6. Find the user login you wish to delete, then click the Trash icon next to their login.
  7. A popup will appear confirming that you want to delete this user. If so, click Confirm.