Petly Plans User Level Access Summary

Modified on Mon, Jul 20 at 11:38 AM

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 / Feature	Admin	Manager	Staff
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

Petly Plans User Level Access Summary

Petly Plans user level access summary