Managing Group Permissions

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 will be hidden or visible depending on the group membership.

Adding or Modifying Group Membership

  1. Click on the Security Access button and then navigate to the Membership tab.
  2. 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.
  3. There are two ways to add a User to a Group:
  1. Click on the desired Staff ID on the right and, holding down your cursor, 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.
  1. The staff member will now be 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.

Remove 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.
  3. In a pop-up window, the system will prompt you to confirm removal of the User.
  4. Click Yes to remove the staff member. 

  1. Click Close to exit the window.