The GapOnly vet portal has four user roles:
Frontline
Finance
Location Manager
Business Administrator
If you need your access upgraded, you can contact your Business Administrator or Location Manager(s). You can see who has those roles in your business or location settings.
Frontline
The frontline profile is designed for team members who manage the pet parent interaction from a reception and payment perspective.
This role can:
Manage pet details
Manage pet parent details
Create invoices
Process claims
Take payments
View settings and location details
Their access is location specific. If they work across multiple locations, you will need to enable their access for each location in their user settings.
Finance
The finance role is designed for reporting and oversight of financial transactions. This role can:
View invoices
View claims
View payments
Access remittances
Access reporting
View settings and location details
Their access is location specific. If they work across multiple locations, you will need to enable their access for each location in their user settings.
Location Manager
Location Managers is for administration staff within a location, this role can:
Manage pet details
Manage pet parent details
Create invoices
Process claims
Take payments
View remittances
Assign other staff members as Location Managers
View and edit (but not delete) locations
Create, view and edit staff members within their location/s.
Their access is location specific. If they work across multiple locations, you will need to enable their access for each location in their user settings.
Business Administrator
Business Administrator is the highest level of access - in summary, this role can do everything, including:
Create claims/invoices at any location
Create, view, edit and delete any:
Pet records
Staff members
Locations
View remittance for transactions processed at any location
Assign other staff members as Location Managers or Business Administrators
Access all Reports for the business
Manage the payment method
Manage the business' Card Payments settings, including settlement details
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