Permissions - Setting a role for a Practitioner
From Version 5, Bp Allied has a new way of managing user permissions. This is done via System > Manage Permissions.
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 overrrides any client permissions changed via the Client Record EXCEPT the assignment of Primary Practitioner
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 the Role dropdown to change the role as required
The following warning will appear
Click Ok to confirm that this change is correct
Making this change will override any manual permission changes to Client Access for this user.
A notification box that details the number of Client Access records to be updated will display
Click Yes to confirm the changes
A notification box with the number of Client Access records updated is displayed
Click Ok to close
By default there MUST always be one user set as the System Administrator. The permissions set against this role are unable to changed.
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Used to reset the permissions against the particular client to the role default.
When clicked, the following options will display
Click Yes, No or Cancel as required.
Manual Updates refers to any changes made to permissions that mean that the users access to a client differs from that assigned by their standard role.
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