You are accessing documentation for myPractice version 4.
Support for this version of myPractice has ended. This documentation is available for reference only.
 
Please contact our support team on 1300 401 111 about upgrading to the latest version of BpAllied.
View the latest (V7) documentation here.
Version 4
×
Menu

Permissions Tab


In version 4, a number of new permissions where made available including the action "Permitted to change Client practitioner". This allows more flexibility for practices who limit user access to client information.
 
This tab can only be seen and edited by Administrators of myPractice.
 
Permissions Tab
1

Set Access Level

1. Set Access Level
Within myPractice you can be set with either Reception or Practitioner level access.
  • Reception Level has access to all area's of the program however Client Consultation Notes are blocked.
  • Practitioner Level has access to all area's of the program including Client Consultation Notes.
2

Set as Administrator

2. Set as Administrator
A user can be set as a system "Administrator" within myPractice.  This gives you access to the User Administration area which allows you to add and disable users, set user permissions and passwords.  A system "Administrator" can also upload a customised Client Details Layout to the database as well as control practitioners view client details of other practitioners.
3

Enable Account

3. Enable Account
For an account to be able to be selected from the Login screen drop down list it must be enabled here.
If a Practitioner or other user leaves the practice then their account can be disabled from use by unticking the Account Enable tickbox.
4

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 myPractice Windows Username field.  A match means that the user is automatically logged in to myPractice.
  • 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 - ie you cant have some on the Windows Authentication and some on myPractice Authentication.
 
This option can only be enabled for use by the myPractice Team as there is a setting that needs to be configured in the DBOptions table called Authentication Method.
5

Set individual permissions

In addition, other parts of the program can be restricted within the Permissions table.
5. Set individual permissions
 
To add a new Permission
  • Click in the Click here to add a new Permission row
  • The Select an option drop down list displays
  • Select an option from the list
  • Press enter to display the permission in the list
  • Untick the Permitted tickbox to restrict the user from that action
  • Click Apply to Save
  • Click Ok to Save and Close