Version 14.19

Path: Admin tab > Security Administration
Path: Practice Management tab > Staff/Providers > Basic Info tab > Security Access button

Overview

Membership groups determine what areas of OP are accessible to a specific user. Certain ribbons and ribbon buttons will be hidden or visible depending on the group membership.

Adding or Modifying Group Membership

1. Navigate to the Security Settings window using one of the paths above.
2. Click the Membership tab. The Groups column, on the left, lists each Permission Group and the users assigned to that specific group. 
3. There are two ways to add a User to a Group:

1. Click the Staff ID in the Users column on the right, hold down your mouse button, and drag it to the desired Permission Group on the left.
   OR 
2. Click to select the desired Group on the left, click to select the Staff ID on the right, and click the left-arrow button to add the staff member to the group.

Removing a User from a Group

1. Click a Username to select the user on the left.
2. Click the red right-arrow button. A Confirmation pop-up box is displayed to confirm the removal of the user.
3. Click the Yes button to remove the staff member. 

1. Click the Close button to exit the window.

Version 14.10

Utilities > Manage Practice > Staff Directory

Overview

Membership groups determine what areas of OP are accessible to a specific user. Certain Smart Toolbar buttons are hidden or visible depending on the group membership.

Adding or Modifying Group Membership

1. Click on the Security Access button.
2. Click the Membership tab.

On the left, there is a list of available Groups with assigned users listed.  On the right, there is a list of all the Users in the practice.

1. There are two ways to add a User to a Group:

1. Click the desired Staff ID on the right and, hold down your mouse button and drag it to the desired group on the left.
   OR 
2. Click to select the desired Group on the left. Click to select the Staff ID on the right, then click the left-arrow button to add the staff member.

The staff member is listed under the group name on the left.

Each user can be a member of multiple groups. For example, administrators have the privileges of all groups and they will be listed as members of each group.

Removing a User from a Group

1. Click to select the User on the left.
2. With the staff member name still highlighted, click the right red arrow button. A confirmation pop-up box is displayed to prompt you to confirm removal of the user.
3. Click the Yes button to remove the staff member. 

1. Click the Close button to exit the window.