Invite Team Members
Team Members are people in your Stable, like barn managers, employees, instructors, secretaries, grooms, and owners. You can invite Team Members to join your StableSecretary account in whatever role you assign, using their own email and password to log in, no additional subscriptions needed. Potential Team Members must first be a contact before they can be invited to be a team member.
Invite a Team Member:
- Go to Settings -> Your Stable -> Team Members.
- Select or add a contact, select their role.
- Enter the email address they will use to log in, click the green button “Send Invitation”.
- Your Team Member will receive an email with instructions to set up his or her account. Advise him or her to check their inbox and spam just in case. THEY MUST SET UP ACCOUNT WITHIN THE SPECIFIED TIME PERIOD or the invitation expires. Invitations can be resent from the same page as adding / inviting.
- Team Member roles can be changed via the pencil icon edit button.
- Team Members can be deleted by clicking the trash can and double confirming.
Invite Health Providers
Health Providers are people who visit your stable to provide care for horses, like veterinarians, farriers, massage therapists, chiropractors, etc. You can invite Health Providers to join your StableSecretary account using their own email and password to log in, no additional subscriptions needed. Health Providers can view all health and general information for your Horses, as well as add Health Records.
Invite a Health Provider:
- Go to Settings -> Your Stable -> Health Provider.
- Enter the provider’s email address, and click the “Grant Access” button.
- The Provider will receive an email with instructions to create a password and be able to log in to your account. Advise him or her to check their inbox and spam just in case. THEY MUST SET UP ACCOUNT WITHIN 24 HOURS or the invitation expires. Invitations can be resent from the same page as adding / inviting.
- Access can be revoked by pressing the revoke access link and double confirming.
We are here to help. Please contact us with questions or suggestions.
Email support@stablesecretary.com.
Call or text (617) 564-1241.
Visit Support Page.
Worried about getting all your information put in? Got a little behind on the day-to-day recording? Ask about our data entry services!
