Understanding the Security Tab

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With many options within the Security tab, it is best to understand each before setting or changing security permissions. 

  1. There are two ways to set user permissions: 

    1. Group: Use this to apply the same settings to all users linked to the group, e.g. Dentists

    2. Users: Use this to apply individual settings to users

  2. Access is broken down by Modes/Actions, Functions and Reports:

    1. Modes/Actions: These are all the modules/tabs within D4W/PSS/CMS

    2. Modes Functions: When a Mode/Action is selected, if applicable, functions within that area will show

    3. Modes Reports: When Reports is selected, all reports will show

  3. There are three Security States to set against a Mode/Action/Function/Report:

    1. Box with line: No Security set, all users can access/complete without entering a username and password

    2. Tick: Password required, users within this group can access/complete

    3. No Tick: Password required, users within this group cannot access/complete

 

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

Set Security on Modules/Tabs/Actions

Set or Change a Password

Add / Modify Security Groups

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