With many options within the Security tab, it is best to understand each before setting or changing security permissions.
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There are two ways to set user permissions:
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Group: Use this to apply the same settings to all users linked to the group, e.g. Dentists
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Users: Use this to apply individual settings to users
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Access is broken down by Modes/Actions, Functions and Reports:
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Modes/Actions: These are all the modules/tabs within D4W/PSS/CMS
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Modes Functions: When a Mode/Action is selected, if applicable, functions within that area will show
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Modes Reports: When Reports is selected, all reports will show
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There are three Security States to set against a Mode/Action/Function/Report:
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Box with line: No Security set, all users can access/complete without entering a username and password
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Tick: Password required, users within this group can access/complete
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No Tick: Password required, users within this group cannot access/complete
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Set Security Permissions - who can / cannot access or complete an action
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