Team Roles
VetVisit AI has three team roles — Owner, Admin, and Doctor — plus a separate Data Access Level (Own Data Only or Full Team Access) that controls whose sessions and notes each person can see. Assign both based on what each person needs to do in the app.
Role Descriptions
Full Access
The person who created the practice. Full control over billing, team members, and settings, plus every clinical feature. There is always exactly one Owner per practice.
Can Manage Team
Admins can invite and manage team members in addition to using every clinical feature — recording sessions, generating notes, and managing templates.
Standard Access
Doctors get full clinical access — recording sessions, generating notes, and using templates — without team management or billing access.
Data Access Level
Independently of role, each member is set to either:
- Own Data Only: Can only see their own sessions, notes, and tasks
- Full Team Access: Can see every team member's sessions, notes, and tasks
Permissions by Role
Detailed breakdown of what each role can do:
| Permission | Owner | Admin | Doctor |
|---|---|---|---|
| Clinical Features | |||
| Record sessions | |||
| Generate notes | |||
| View own sessions | |||
| Use AI assistant | |||
| Templates | |||
| Use templates | |||
| Create custom templates | |||
| Share templates with team | |||
| Team Management | |||
| Invite team members | |||
| Change member roles | |||
| Remove team members | |||
| Billing & Settings | |||
| View billing information | |||
| Manage subscription | |||
| Change organization settings | |||
Data Access Is Separate from Role
Choosing the Right Role
Veterinarians & Veterinary Technicians
Use the Doctor role. They need to record sessions, generate notes, and use templates for their patients.
Practice Managers / Lead Veterinarians
Use the Admin role so they can invite and manage team members alongside their clinical work.
Multi-Doctor Practices
Give each doctor the Doctorrole. Set "Full Team Access" for anyone who needs visibility into other doctors' sessions (e.g. for coverage), and "Own Data Only" otherwise.
Changing Someone's Role or Data Access
The Owner and Admins can change a team member's role or data access level at any time:
- Go to Team in the sidebar
- Find the team member under Team Members
- Open their settings and update the role or data access level
- Save changes
There Is Always One Owner
Next Steps
Learn how to manage your team, including updating roles and removing members.