Adding Users to a Team

Adding users to your team is easy, and will allow everyone at your clinic to collaborate seamlessly on cases.

How to add a user

1. Access team settings

Go to Your Account then select Teams to open the team management page.

2. Start the invite process

Click New Member at the top right to open the invite form.

3. Select how to invite the team member

Select Invite from other team (if they are on another team that you manage), Invite by email, or Create invitation link

4. Send the invitation to the User

Select a team member from an existing team. If they are new, type the new user’s name and email address exactly as they will use to sign in. You can also keep the URL to share with any new team member. 

5. Assign a subscription

If inviting by email, select if you want to pay for their subscription or if they should pay for their own. You can also invite them as a free support user.

6. Send the invite

If inviting by email, click Next and Invite so the user receives an email to join your team.

Why add users to your team

• Improves collaboration by allowing multiple people to work on cases

• Enables use of shared features like support mode cases recordings and record generation

• Simplifies clinic workflows and centralizes billing for all team users

Quick tips

• Invite Assistants, Technicians or Vets, depending on your workflow needs

• Admin roles give full access to billing team settings and user management

• Pending invites can be cancelled or resent from the Teams page

Don't miss our other videos that help show you how to work as a Team within CoVet

• Create a Team for your Practice or Department
• Using Support Accounts