Permissions Management
From Version 5, Bp Allied has a new way of managing user permissions. This is done via Roles that have specific permissions or rights assigned to them. There are a number of default roles built into Bp Allied that can be used as is or they can be adapted to suit. This can be accessed via System > Manage Permissions or System > Options > User Administration > Permissions. To restrict a User from parts of Bp Allied a Role must be created to reflect these access permissions. That role can then be assigned to as many Users as required.
Permissions Assumptions
Client Lists
-
are based on whether a user has View or Edit permissions. If they have neither, then that client will not be displayed in their list
-
If Options > Client Details > Include inactive clients in Client List is ticked then these clients will displays based on the relevant permissions
Reports
-
Clients are all displayed based on permissions for the practitioner running the report - if they can View or Edit the client demographics then they can see the client in the report.
-
Permissions 1016 overrides this assumption above and will run reports based on All Clients regardless of the users Client Permissions
-
Custom reports are run independently of client permissions.
-
Task Master Report - System Admin can see all tasks, other practitioners can see their tasks and any for their allocated Clients.
Invoicing
-
Invoicing List is based on whether a user has View or Edit permissions
-
Exception - 3rd Party Invoices will show ALL client names that relate to the invoice

![]() Within each role are a series of permissions that are set in a pre-defined state based on the type of access for that role. These permissions can be changed by ticking or unticking the Permitted check box.
|
![]() Used when the Client Access permissions for a Role are changed so that the access against each Client in the Client Access table is updated.
![]() There are three options:
Preview changes - shows which Users will have updates and how many
Reset, exclude manual updates - runs the update but ignores any manual changes made to a Users Client Access permissions
If selected, the following message will display to notify the user of the changes being made
![]() The Administrator password must then be entered to make the change.
![]() Reset All - updates a Users access to mirror the access set for a role and over writes any manual changes made.
If selected, the following message will display to notify the user of the changes being made
![]() The Administrator password must then be entered to make the change.
![]() |