Choose who can use each tool

Every tool is open to your whole team unless you say otherwise. Clinic admins can limit a tool to certain groups or people, or keep it open and leave out a few.

Go to Clinic Settings → Tool access.

How it works

• Each tool your clinic uses is listed with a pill, Everyone or Restricted, and how many staff can open it (for example "8 of 12 staff").
• When someone can't use a tool, it disappears from their Go to menu and Clinic Dashboard, and they're kept out of its pages. If they follow an old link, they land on the Clinic Dashboard with a note saying the tool isn't turned on for them.
• Admins always see everything. Rules only apply to staff.
• Changes reach people within about a minute.

Limit a tool to certain people

1. Tap the tool to open it.
2. Choose Only certain groups & people.
3. Tick the Groups who should have it.
4. Under Plus these people, add anyone outside those groups who should also have it.
5. Under Never these people (even if their group can), add anyone to leave out.
6. Check the preview. It shows how many staff will see the tool, plus every admin.
7. Tap Save. A Saved message pops up with Undo if you change your mind.

If you pick Only certain groups & people and choose nobody, the tool becomes admins only.

Keep a tool open but leave some people out

1. Tap the tool and leave it on Everyone.
2. Under Everyone except, add the people who shouldn't see it.
3. Tap Save.

Change one person's tools

You can also switch tools on or off for a single staff member from their panel under Team members → Tool access. See Manage a team member.

Good to know

• Groups come from People → Groups, the same groups used across houndkit. Set those up first if you want group-based rules.
• Tool access is about who can open a tool. Which tools your clinic has at all depends on your plan. See Plan & billing.
• Fetch and Tell Tail can also be paused for the whole team from the Training settings.
• Rule changes are recorded under People → Activity.