Cornerstone only: General steps to get access to Vello
If your practice uses Cornerstone, it is important to know the general steps to complete before you can get access to Vello.
This table gives each step for access and the applicable documentation:
Step | Task | Documentation |
---|---|---|
1 | Read about Vello access for staff members | Cornerstone only: About Vello access |
2 | Get access to Vello configuration settings Note: To do this task, you must have a MyIDEXX administrator account. | Cornerstone only: Get access to Vello configuration settings |
3 | Give Vello access to staff members Note: To do this task, you must have a MyIDEXX administrator account. | Cornerstone only: Give Vello access to a staff member |
4 | Get access to Vello for the first time Note: All staff members must complete this step to get access to the Vello inbox. | Cornerstone only: Get access to the Vello inbox for the first time |