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Version 7, 2019

SUPPORT

Email: alliedsupport@bpsoftware.net

Phone: Australia: 1300 401 111, select option 3 then, option 1

Phone: New Zealand: 0800 401 111, select option 3 then, option 1

Remote Support: Click Remote Support from within Bp Allied

WEBSITE

Forum: http://bpsoftware.net/forum/

Training: http://www.bpsoftware.net/learning/

Version 7 Published 13 January 2020

CONNECT

Add a user or Practitioner

In this section:

Set a role for a Practitioner
Set up Banking details for a User
Add Provider numbers for a User
Calendar Management (Admin Only)
User Administration Options

Before you start:

You need to be a System Administrator or have permission 5000 enabled to add someone new. If you're not, then you won't see the Add button or the Permissions tab.

Setting the Role at the time of creating will assign rights to access features and clients in the database to the user. Read about this here and here.

View our video - Add a user and see how to add a user or practitioner and allow calendar access.

Go to System tab
Click on Options
Click on User Administration to add a new user
Click the + sign to create a new blank record
In the Users Details tab enter in the user information
At a minimum First Name and Last Name are required
Enter in a password
Click the Permissions tab to set a role for the user
Tick Account Enabled (required)
If this is not ticked the account will not be available in the Username drop down list in the login screen
Choose a Role from the drop down list (required)
If the following options are required, then they can be set up now, along with another other optional information
Add their own banking details
Add Provider numbers
Set up a Google Calendar sync
Click Apply to save
Click on Options > Calendars to make the calendar available for viewing
Click on Calendar Management (Admin Only)
For each user that needs to see the new user / practitioner, select them in the Calendars visible to this User drop down
Either click Allow All, or add the new user in via Add a new row option
Repeat as required
For the new user repeat the above as appropriate
Click Apply and OK to save and close

Individual users can allow and remove access to other users calendars using the following options:

Make a calendar available to another user

Remove a calendar from being shown