RESOURCE PERMISSIONS
GO TO
ADMINISTRATION → RESOURCE MANAGEMENT → RESOURCE SETUP → CLICK ON NAME → PERMISSIONS TAB
STEPS
- Choose security level from the security drop down options
- Make changes by selecting/de-selecting certain permissions
- Save
Permissions are broken down into different areas of the system. Many have options of ‘View, Add, Edit and Delete’, while others have just one box available, which signifies that the permission is an “all or nothing permission.”
NOTES
Please note that there is an option called “No Permissions.” This is used when a resource leaves the practice. It is advised not to delete a user outright as it can cause loss of data directly tied to patients’ accounts. Instead, you can mark the resource as inactive, remove their email and password (even update username), and then give ‘No Permissions.
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