Set Security on Modules/Tabs/Actions

Recommended security settings are set when D4W/PSS is initially installed. When new features are released, if the feature is deemed a secure area, security will be placed on it and the Practice will then need to decide to keep or remove it. 

The following instructions cover how to lock an area or action within D4W/PSS/CMS.

1. Go to Location Setup > Security tab

2. Record menu > Security Status / Click Security Status icon  

   1. See the Legend for information on security options

   2. Place security, per the Legend against relevant tabs / actions / features

   3. Click OK to save and close
      

The below example shows that users must enter a username and password to enter the Providers tab. Furthermore, if the user is granted access to the Providers tab, he/she can only Modify Provider Surname/Firstname/Code if permitted also.

Set Security Permissions - who can / cannot access or complete an action

Add / Modify Security Groups