Running the practice
Veterinary staff roles: the right screens for each person
PetGrid's veterinary staff roles give each person in the clinic the screens their job needs: vet, vet technician, front desk or admin.
Prescribing stays with licensed vets, money changes stay with admins, and every change to a record keeps the name of who made it.
How it works
How it works, step by step
Invite your team
An admin invites each person by email and picks their role.
Everyone sees their part
Each person signs in and sees the screens their role opens, nothing more.
Keep it up to date
Change a role or remove someone when they move on. The clinic always keeps at least one admin.
What you can do
What you can do with it
PetGrid has vet, vet technician, front desk, admin and Bookkeeper roles, plus custom roles and permissions per person. Settings and Team stay with practice admins.
Give each role the screens it needs: clinical roles see patients, hospital and prescriptions; the front desk sees clients and invoicing; admins see reports, team and settings. The Bookkeeper role can view reports and read invoices without changing them.
Keep prescribing and approving visit summaries to vets, or admins with a licence number.
Keep discounts, credit notes, voids and refunds to admins.
Change a role, revoke an invite or remove a member; the last admin can never be removed by mistake.
Require two-step sign-in for admins, and sign people out of shared computers after an idle time you choose.
See who changed what on each patient record, in its change log.
Good to know
What it does not do (yet)
- Custom roles and permissions per person are available, while Settings and Team stay with practice admins.
- The Bookkeeper role can view reports and read invoices without changing them.
- The change log is shown per patient record, and in Settings admins can also read every recorded change across the clinic, filtered by person, dates and record type; it is read only. Admins can see who opened a record in the clinic change log, alongside recorded changes, prints, downloads and exports.
Questions people ask
What staff roles does PetGrid have?
PetGrid has vet, vet technician, front desk, admin and Bookkeeper roles, plus custom roles and permissions per person. Settings and Team stay with practice admins.
Do I pay for every staff member?
Only vets are paid seats. Technicians, the front desk and admins are included in the practice price. See pricing.
Does PetGrid use two-step sign-in?
Yes, for admins by default: they confirm their sign-in with a second step. Every change to a record is kept in a change log. See security.
Can I make custom roles?
Yes. Custom roles and permissions per person are available, while Settings and Team stay with practice admins.
Related features
Veterinary staff roles: the right screens for each person
Staff roles, custom permissions and a Bookkeeper role, with only vets as paid seats.