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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:

StepTaskDocumentation
1Read about Vello access for staff membersCornerstone only: About Vello access
2Get 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
3Give 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
4Get 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