How do I restrict areas of myPractice from Users?

Permissions can be set individually for users over and above the general Reception and Practitioner settings from within User Administration. You can block users from any Reports, Invoicing, adding/editing Products and Services as well as deleting Documents or Emails and Phone Call records.
 
  • Go to the System tab
  • Click on Options
  • Click on User Administration
  • Find the user you want to change the permissions for by using the forward and backward arrows
  • Click the Permissions Tab
  • 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
  • Add any additional permissions
  • Click Apply to Save
  • If required, find the next user to add permissions to and repeat
  • Click Ok to Save and Close
 
  You must be flagged as a system "Administrator" within myPractice to have access to the User Administration area.
 
For more information on User Access Levels within myPractice click here.