--- title: Staff Access Levels - what do they mean? description: VetLinkPro Staff Access Levels - what do they mean? --- # VetLink PRO Connecting Veterinary Professionals with Smarter Solutions [Skip to content](https://help.vetlinkpro.com/vetlinkpro/staff-access-levels-what-do-they-mean#main-content) English - Australia Show submenu for translations ![Vetlinkpro - Intergrity - excellence - clarity](https://help.vetlinkpro.com/hs-fs/hubfs/MAIN_2026-1.png?width=528&height=160&name=MAIN_2026-1.png) Open main navigation Close main navigation - English - Australia Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [VetLink PRO](https://help.vetlinkpro.com/vetlinkpro) 2. [Support](https://help.vetlinkpro.com/vetlinkpro/support) 3. [Staff](https://help.vetlinkpro.com/vetlinkpro/support#staff) # Staff Access Levels - what do they mean? ## v7,v6 **Staff Access Security Levels**  You can restrict access to certain functions and information via access levels. You must have at least one access level with full control, usually for the owner/manager. It is also essential that you identify the functions allowed at the “Default” access level, everyone can access functions permitted at this level. Default is the access given to a user without logging in, only functions necessary for the day-to-day running of your business should be allowed at this level, for example: - Make bills - Create new clients. - Create appointments in the diary. The following is a list of functions that may be controlled by access levels. Access levels can then be assigned to each staff member in section 2, Staff Setup. | | Accesses Accessed function allows staff to: Billing Create bills for clients and cash sales. Bill Item Discounts Apply a discount to individual bill items. Bill Discounts Apply an overall discount to the whole bill. Bill Price Changes Change the price of an item at billing. Bill Item Description Change the description of an item at billing. Charge to Account Charge a bill to a client’s account. Bill Item Exchange Not Enabled Cancel Billing Cancel a bill In House Transactions Make In-house usage bills. Bill Refunds (Ad Hoc) Refund client bills. Credit Notes (Existing Bills) Make credit notes. Quotes & Estimates Create a quote or estimate Batched Bills Create batched bills Future Bills Create future bills Membership Bills Create membership bills Bulk Billing Create bulk billing Bulk Payments Create bulk payments Large Animal Prescriptions Add Large Animal Prescriptions Small Animal Prescriptions Add Small Animal Prescriptions End of Day Perform the End of Day process. End of Week Perform the End of Week process. Aging and End of Month Perform the Aging and End of Month process. End of Year Perform the End of Year process. Make Statements Ability to build statements Yukti Automation Not available yet – Setup the automation engine Loyalty Setup Setup the Loyalty System Loyalty Redemption Redeem Loyalty Benefits (Does not control bonus points) Loyalty Registration Register clients for loyalty Report Maintenance Create or modify reports. Client Reports Produce client reports. Staff Reports Produce staff reports. Product Reports Produce product reports. Account Reports Produce account reports. Creditor Reports Run creditor reports. GL Reports Produce GL reports Animal Reports Produce Animal reports Other Reports Produce Other reports Reminders / Recalls Generate mailers to go to clients. Bulk Mailers Ability to send Bulk Mailers NewsLetters Ability to run reports from the Newsletter group Promotions Ability to run reports from the promotions group Address Labels Ability to run reports from the address labels group Reports / Lists Ability to run reports from the reports / lists group Export/Spreadsheets Ability to export to excel Yukti Reports Ability to run reports from Yukti groups Client Maintenance Modify client records. Client Create Create new clients. Client Discounts Set client discounts on the client record. Client Accounts Maintain Client account information. Stop Charge Edit stop charge in client record Debtors W/O Write off bad debt Init Client Balance Initialize a client balance Product Maintenance Modify product records Product Create Create new products. Change Product Makeup Change the structure and makeup of the product (Essentials) Change Product Pricing Change product pricing Change Product Discounts Change product discounts Product View Cost View the cost price of products. Change Prd Templates Maintain Product Labels, Certificates and Handouts Batch/Expiry Maintenance Maintain batch and expiry in Product, Billing and Transfers Stock Adjust Perform the stock arrived function, i.e. Receive inwards goods. Stock Transfers Transfer stock between Stores / Sites. Stock Takes Generate stock-take sheets. Staff Maintenance Modify staff records. Staff Create Create new staff records. Staff Target Enable access to staff target in staff record Send AdHoc SMS Send custom SMS from diary Send Email Allows sending of email Animal Maintenance Edit animal record Animal Create Add new animal record History Maintenance Edit history Diary Maintenance Modify appointments in the diary. Diary Create Create appointments in the diary. Diary Delete Delete appointments in the diary Standing Appointments Create standing appointments Diary Locks Create locks on the diary Paid Locks Create paid locks on the diary View All Todo Lists View every Staffs To Do Lists Hotel Booking Maintain Hotel Related Information such as Profiles and Rooms  Hotel Create Create hotel rooms Hotel Delete Delete hotel rooms Supplier Maintenance Modify Supplier records. Supplier Create Create Supplier records. Creditors Write-Off Control Creditors Write-Off and Undo Write-Off Creditor Orders Create creditor orders Packing Slips Make and maintain Packing Slips Creditor Invoices Create creditor invoices Creditor Payments Create creditor payments Expense Handling Can do payments to the Suppliers of the Businesses expenses (e.g. power). Enable General Ledger Allows access to GL GL Maintenance Edit GL maintenance GL Bank Reconciliation Edit GL bank reconciliation GL Journal Entry Edit GL journal entry GL Asset Register Edit GL asset register GL End of Year Edit GL end of year Picklist Maintenance Modify client history abbreviations in the pick-list. Picklist Create Create client history abbreviations in the pick-list. Open Cash Drawer Open the cash drawer with the key combination \ + \. Change Current Till Change which till is used currently Change Current Store Change which store is used currently Remove Resource Locks Allows for lock removal from diary View Audit/Event Logs View edit log and event log Mobile Show Price Mobile: Show Price in Billing Mobile Show Other Staff Appts Mobile: View Other Appointments of other User Mobile allow make Appt Mobile: Make Appointments Mobile Make Appts for other Staff Mobile: Make Appointments for other Users Web Browsing Enable web browser access Till/Store Maintenance Ability to change till/store from main window Multi-Site Maintenance Ability to change site Record Deletion N/A Group Setup Change Group Configuration Master Setup Modify master-level settings in Setup (Global: affecting everyone everywhere). Local Site Setup Modify site-level settings in Setup (Local: affecting everyone at a particular site). 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