User Account Access Rights Settings
PPS includes full access control for each of the PPS Users that have their own Log In set up. This is a useful area, especially for larger clinics whereby only specific people are allowed access to modify or delete certain records within specific areas of PPS.
Locating the Access Control Settings
To set up or change the access control settings for each user (you must first be logged in as the System Administrator) select the following: PPS Menu > Tools > Set up System Users
Select a User from the list and press thebutton.
Click on the Access Control tab and press thebutton.
Tip: By Default the first account ever created for PPS will have the ‘System Administrator’ access control rights, and as such the user access settings cannot be modified.
The Access Control Screen
The Access Control screen allows you to select which level of access is allowed to each part of PPS such as Client details, Accounts, Reports, Appointments, Tools menu access and so on.
The settings for Access Levels are as follows:
Access - used to initially access and view the various records in question.
Adding - for instance inputting new clients and appointments onto the system.
This enables you to set up a detailed profile of access for each of your users.
As an example, a receptionist or administrator will often require full access to the appointments diary, client details screens and accounts. However you may wish to think about access rights to actually report or export this information. Furthermore they may not require access to the consultation notes side of the system along with access to change fundamental settings within the Tools menu such as backing up, altering look up fields and changing custom forms.
Another example could be for a self employed practitioner that may use your clinic once a week. They will need to login to the system and view their current diary and the clients they are seeing; however access to other parts of the system may not be required. Using a mixture of the ‘Own Only’ setting and removing complete access from other areas will be required.
This concludes the user access rights tutorial.
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