When creating a new employee in eVetPractice you can choose whether or not to give them login access. If you give them login capabilities, then they can log into eVetPractice from any computer, at any time, so long as they have an internet connection. Many practices would like to limit some of their employees to only be able to access eVetPractice when in-office only while letting others access from anywhere.
There are two methods available for being able to limit an employee’s access to eVetPractice from the office only: Using a Generic Login or IP Address Filters.
This article describes the necessary steps to limit employee access to in-office only by having a Generic Login (staff) employee account whose username and password is "saved" on the eVetPractice login page. Subsequently, once logged in under this generic staff account, the employee simply uses their PIN to switch to be logged in as their self so that all work they are doing is being recorded under their name.
For additional information on the second method, using IP Address Filters, refer the Limiting Employee Access to In-Office Only via IP Address Filter article. See the Adding a New Employee help article for additional information on employee profile account settings.
How to Configure
First you have to make sure that when you create an employee who should have in-office access only you do not give them full log in capabilities. To edit an existing employee simply click on the edit pencil next to their employee record. Then make sure that "Allow login" is not checked off:
Once you have disabled login capabilities for all employees who should have in-office access only, you need to create a generic "Staff" employee who is capable of logging in. You can make the first name of this employee your practice initials and the last name Staff. This generic employee should have the role of receptionist and no rights. We set this employee to the lowest level of employee so that no employee with limited access can get on this account and have more rights than they should. For more information on creating an employee please see this article - Adding a New Employee
Once this new generic employee is added, we recommend going to all computers in the practice and saving the login credentials so that when an employee go to log in the credentials will already be saved there and you do not have to tell your employees what the credentials actually are:
SAVING THE GENERIC EMPLOYEE CREDENTIALS
- Open Internet Explorer.
- Click the Tools button, and then click Internet options.
- On the Content tab, under AutoComplete, click Settings.
- Select the User names and passwords on forms check box. ...
- Click OK, and then click OK again.
- Open the Chrome menu using the button on the far right of the browser toolbar.
- Choose Settings from the left-hand menu.
- Click Show advanced settings at the bottom of the page.
- Click Manage saved passwords in the “Passwords and forms” section.
- Choose Safari
- Click Preferences
- Click AutoFill
Click the menu button and choose .
- Click the panel.
- Click and the Password Manager will open.
SWITCHING USERS ONCE LOGGED ON AS THE GENERIC EMPLOYEE
Once the employee logs on as the generic employee, they will be able to switch to their user ID by click on the Active Employee drop down list at the top of the screen and entering their pin number.
- Choose your name from the employee list
- Enter your Employee PIN and click Switch.
Now your employee is logged on in the office, but they will not be able to log on from a different computer because their account is not capable of logging in and they do not know the generic employee's credentials.