Security

Security

The Security tab is only available when using the Cloud or Desktop Network edition of PetLinx. It enables or disables various capabilities of PetLinx users who are in the “General User” security group (as specified in the Employees form).
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    • Deleting a Transaction

      Follow these steps to delete a transaction – please note that you are only able to delete invoices that have not been set to completed: Locate the customer in the Customer/Pet List or search for the customer. Once found, double click or hit the ENTER ...
    • Deleting a Customer

      Follow these steps to delete a customer and any of their associated data such as pets and bookings. Please note that you are only able to delete customers that do not have transactions raised against them: Locate the customer in the Customer/Pet List ...
    • Adding a new employee

      Follow these steps to add a new employee: Open the Employees form if it is not already open. Click the New button in the PetLinx ribbon. Enter all information as required. In the Commission section, if the employee will be earning commission from ...
    • Refunding a Payment

      From the Customer Flyout Locate the customer in the Customer/Pet List or search for the customer. Once found, double click or hit the ENTER key to open the customer flyout. Click the Transactions tab. Click the > button on the right hand edge of the ...
    • Deleting a Booking

      Follow these steps to delete a boarding booking – please note that you are only able to delete bookings that have a status of Future Booking. From the Boarding Calendar Form Open the Boarding Calendar form if it is not already open. Click on the ...