User Permissions

This article will provide a comprehensive guide on how to modify and manage user permissions

To locate your user permissions, you will need to visit "options" under your admin tab. Once there, you will then click on "users." Please see picture below for reference. 

Note: This should be done by the admin of the account.

From this point, you have two options: you can either assign individual permissions to the user or place specific permissions into a group and assign that permission group to the user.

To create permission groups, Select "membership groups" next to users.

For example, you can create a membership group titled "View Ledger Only," which grants users the ability to view a ledger without the ability to make any edits. Once created, this group can be assigned to a user's permissions. Please see example below.

Another example of a membership group would be one designed for your front staff. You can assign specific permissions such as modifying patient information, viewing patient details, and updating MBS (Medical Billing Service) requests. Please see example below.

Alternatively, you can modify individual permissions for a user without creating a group. Simply click on "Users," select the desired user, and you will be presented with a list of all available permissions. From there, you can assign the relevant permissions while excluding the others. 

Always remember to hit that save button when you are finished.