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            Petly Plans User Level Access Summary

            Modified on Mon, Jul 20 at 11:38 AM

            Helpdesk Knowledge Base · Petly Plans · Users & Permissions

            Petly Plans user level access summary

            Updated 2026Applies to: Petly Plans · Administrators · User ManagementReading time: ~3 min

            Understand the different roles available within Petly Plans and which role has access to which areas and features within the application.

            Things to know

            Permissions are based on the role selected for a user within Admin > Users.

            Login information is used to track user actions within the Petly Plans application.

            Only an Administrator can assign a role to a Petly Plans user.

            Roles
            Admin — full access
            Manager — elevated access
            Staff — standard access
            Roles and areas of access
            Area / FeatureAdminManagerStaff
            Onboarding Wizard
            Onboarding Wizard✓——
            Dashboard
            Dashboard✓✓✓
            General
            Search for and select a client or pet · Quick sync of clients and pets✓✓✓
            User name menu — self-service update of user profiles · Access the Helpdesk · Log out✓✓✓
            Reports menu option
            Credit Card Expiration · Payments · Plan Item Data · Plan Item User History · Points · Transactions · Wellness Plan · Plans by Type · Usage Summary · Accounting reports✓✓—
            Activity report · Transaction Settlement Statement · Hospital Fees · Potential Payment Issues✓——
            Admin menu option
            Wellness Plan Templates · Wellness Plan Items · Usage Groups · Users · Portal Settings · Syncs and Automation✓——
            Performance menu option
            Set staff and practice goals · Manage points · Monitor performance✓——
            Client Summary Page — All roles
            Enroll a pet in a plan (with multi-pet discount option)✓✓✓
            View plan information including items, usage history, payments, fees, and notes✓✓✓
            Select an item for usage✓✓✓
            Add notes for internal staff awareness✓✓✓
            Client Summary Page — Admin and Manager
            Print a healthcare agreement✓✓—
            Mark a plan paid in full · Waive initial fee · Skip payment method · Add payment profiles✓✓—
            Change plans · Cancel plans · Manually configure renewals · Activate renewal plans✓✓—
            Set a plan to Do Not Renew · Stop automatic monthly payment · Put plans on hold and remove holds✓✓—
            Choose a different payment method · Mark a payment paid externally✓✓—
            Client Summary Page — Admin only
            Manage and delete payment profiles✓——
            Merge client and pet records✓——
            Manage and delete items · Delete usage history✓——
            Deselect Auto Charge option · Create a supplemental payment✓——
            Charge payments and charge remaining payments✓——
            Edit or delete notes · View the activity log✓——
            Related resources
            Add a new user to the Petly Plans applicationUpdate Petly Plans user information

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