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We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Managing User Permissions

Version 14.19
Path: Admin tab > Security Administration
Path: Practice Management tab > Staff/Providers > Basic Info tab > Security Access button

Overview

To assign individual permissions or privileges to a specific staff member, use the following steps:

Warning: Not all permissions should be assigned individually. In most cases, there are several permissions that must be assigned together in order for one specific function to work properly in OP. 
  1. Navigate to the Security Settings window using one of the paths above.
  2. If it is not already selected, click the Users tab.
  3. From the Users column, select a Staff ID.
  4. From the Permissions column, select the Permission you would like to assign that user.
  5. Click the Left Arrow button. The Permission is assigned to the selected Staff ID.

  1. To remove Permissions from a user's Permissions List, select the Permission listed under the ID and click the Right Arrow button to remove the Permission.

  1. Click the X in the top right of the Security Settings window when your work is complete to close the window.
Utilities > Manage Practice > Staff/Provider Directory

Overview

To assign individual permissions or program privileges to a specific staff member, select the staff member and click the Security Access button on the Basic Info tab and follow the steps below.

Warning: Not all permissions should be assigned individually. In most cases, there are several permissions that must be assigned together in order for one specific function to work properly in OP. 
  1. From the Users column, select the Staff ID to assign specific Permissions to a user.
  2. From the Permissions column, click the Permission you would like to assign that user.
  3. Click the Left Arrow button. The Permission is listed under the selected Staff ID.

  1. To remove Permissions from a user's permissions list, select the Permission listed under their ID
  2. Click the Right Arrow button to delete the Permission.

  1. Click the Exit button . in the top right corner of the window when you work is complete. Your changes will be saved.