Petly Plans User Level Access Summary

Modified on Mon, Jul 20, 2020 at 12:25 PM

Summary

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

Things to Know

Permissions are based on the role selected for a user within Admin > Users.
Log in information is used to track user actions within the Petly Plans application.
Only an Administrator can assign a role to a Petly Plans user.

Petly Plans Roles and Areas of Access

Area	Feature	Role
Area	Feature	Admin	Manager	Staff
Onboarding Wizard		X
Dashboard		X	X	X
General	Search for and select a client or pet Quick sync of clients and pets	X	X	X
User name menu option	Self-service update of user profiles Access the Help desk Log out	X	X	X
Reports menu option	Credit Card Expiration Reports Payments Reports Plan Item Data Reports Plan Item User History Reports Points Reports Transactions Report Wellness Plan Reports Plans by Type Report Usage Summary Report Accounting report (if available)	X	X
Reports menu option	Activity report Transaction Settlement Statement Hospital Fees report Potential Payment Issues report	X
Admin menu option	Wellness Plan Templates Wellness Plan Items Usage Groups Users Portal Settings Syncs and Automation	X
Performance menu option	Set staff and practice goals Manage points Monitor performance
Client Summary Page	Enroll a pet in a plan with an option to give a multi pet discount View plan information including items, usage history, payments, fees and notes Select an item for usage Add notes for internal staff awareness	X	X	X
	Print a healthcare agreement Mark a plan paid in full, waive the initial fee, skip adding a payment method, or not electronically charging the client the initial payment when adding a plan. Mark an existing renewal plan paid in full and vice versa Add payment profiles Change plans Cancel plans Manually configure renewals Activate renewal plans Set a plan to Do Not Renew and vice versa Stop a monthly payment from being automatically charged Put plans on hold and remove holds Choose a different payment method Mark a payment paid externally	X	X
	Manage and delete payment profiles Merge a client record Merge a pet record Manage and delete items Delete usage history Deselect the Auto Charge option in the Payments tab Create a supplemental payment Charge payments and charge remaining payments Edit or delete notes View the activity log	X

Other Helpful Resources