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Adding, editing & removing user access

How to add, edit and delete access to the GapOnly vet portal.

Written by Kim Phillips

Before you start

Time to complete: ~1 minute

What you'll need:

  • User details (name, email)

  • Understand the level of access they need.

Step-by-step Guides

How to add a portal user

Step 1: Navigate to the add user screen

  1. Select 'Users' in the left hand menu.

  2. Click '+ Add User' in the top right of the screen.

Step 2: Add User Details

  1. Add user first name.

  2. Add user last name

  3. Add user email (must be unique).

  4. Add user mobile number (optional).

Step 3: Add user role

  1. Select the appropriate user role.

  2. Toggle on the locations the user should have access to.

  3. Click 'Add User.

Note: Refer to this guide for more information on user roles.

What's next?

The user will now be sent an invitation email to verify their email address to complete their access set up. Once their email is verified they will have access to the portal.

Users who have been invited to the portal will appear in the ‘Invited’ section of the Users tab. Inside this section invites can be resent or cancelled.

Once an invited user has set up their access and verified their email they will appear in the ‘Active’ section.

How to resend or cancel a user invitations

Step 1: Navigate to the user

  1. Select 'Users' in the left hand menu.

  2. Click on the 'Invited' tab.

Step 2: Resend or Cancel

  1. Select the three dots next to the users invitation.

  2. Select 'Resend invite' or 'Cancel invite'.

How to edit a portal user's profile

Step 1: Navigate to the user

  1. Select 'Users' in the left hand menu.

  2. Click on the user card of the person's profile you wish to edit.

Step 2: Update details

  1. Update required details, user role or location access.

  2. Click update.

How to delete a portal user's profile

Step 1: Navigate to the user

  1. Select 'Users' in the left hand menu.

  2. Click on the user card of the person's profile you wish to edit.

Step 2: Delete user

  1. Click 'Delete User' in top right.

  2. Type the user's name.

  3. Click 'I understand, delete user'.

Note: This action cannot be reversed. Once confirmed, the user is permanently deleted.

Need help?

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