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 Add User or Invite Member to open the invite form.

3. Enter user details

Type the new user’s name and email address exactly as they will use to sign in.

4. Assign a role

Select whether they should be a Member or an Admin based on their responsibilities.

5. Send the invite

Click Send Invitation 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 canceled 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