Set a Role for a Practitioner

Manage roles and user permissions through System > Manage Permissions.

Before you start

  • You must have the permission 5000 - Can Manage User and Permissions to be able to access the User Administration and Permissions tab for all Users.
  • Resetting permissions for Clients as shown overrides any client permissions changed via the Client Record EXCEPT the assignment of Primary Practitioner.
  • By default there MUST always be one user set as the System Administrator. The permissions set against this role are unable to be changed.
  1. Go to the System tab.
  2. Click on Options.
  3. Click on User Administration.
  4. Find the user you want to change the permissions for by using the forward and backward arrows.
  5. Click the Permissions Tab.

Enable Account

For an account to be available to be selected from the Login screen drop-down list, the Account Enabled check box must be ticked in the Permissions tab. Accounts can be disabled by unticking this field. If the disabled account has future appointments, these will be displayed in a report.

Select the Future Appointment button from the Permissions tab to re-run this report if required.

Set Access Level

  1. Click the Role drop-down to change the role as required.

  2. The following warning will appear.

  3. Click Ok to confirm that this change is correct.
  4. Making this change will override any manual permission changes to Client Access for this user.
  5. A notification box that details the number of Client Access records to be updated will display.

  6. Click Yes to confirm the changes.
  7. A notification box with the number of Client Access records updated is displayed.

  8. Click Ok to close.
  9. To see what permissions this role has set against it, click on Manage Permissions and Roles.
  10. If there is no appropriate Role, click here to see how to create a new role.

Reset Permissions

Selecting Reset Permissions... will rest the user's permissions to the default values of the Role.

Reset Permissions

When selected, the following options will display:

Click Yes, No or Cancel as required.

NOTE  Manual Updates refers to any changes made to a user's permissions that differs from the defaults assigned by their Role.

Windows Username

4. Windows Username

When in use, the application matches the Username of the logged on Windows user to the value entered for that User in Bp Allied Windows Username field.  A match means that the user is automatically logged in to Bp Allied.

  • It can only be used in Practices that have a Windows Domain set up - eg IRESOLVEIT\Glen, MYPRACTICELIVE\Glen - A domain ensures that all users have unique usernames and that they adhere to their companies password policy.
  • All users in a practice must use the same Authentication Method - Windows Authentication and Bp Allied Authentication cannot be used at the same time.

NOTE  This option can only be enabled for use by the Bp Allied Support.

Manage Permissions and Roles

Select Manage Permissions and Roles to open the Permissions Management screen.

Manage Permissions and Roles

  1. Select the plus [+] icon to edit individual permissions within a role.

  2. Click Apply to save any changes made or Ok to save changes and close the window.

Last Updated: 15 December 2022