Phone: For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training
Manually Editing Permissions for a Client
When a Client is added each User receives their default permissions to access that client based on the role assigned to them. These can be edited, either by:
This section details changing a Clients permissions via the Client Details.
To be able to edit the permissions to view or edit a Client you must either be:
the Primary Practitioner
have permission 5001 set to Permitted. By default this is only permitted in the System Administrator and Office Manager roles.
Multiple practitioners can be given access to a Client by giving View or Edit permissions, however, only one can be selected as the Primary Practitioner.
Manually changing the client access permissions for a Client / User combination will result in the Manual Update check box being ticked against that record. It can be viewed in the Client Access Permissions or Client Access Manual Update reports.
To edit access permissions for a Client
Click Find Client (Ctrl +F)
Enter name of required
Client Click View/Edit Client Record
Click Edit on the Practitioner field
The Client Details Access window displays
If the User/Practitioner is not in the right-hand pane, use the arrows to move between the panes
Where a value of None is displayed, this means that the User/Practitioner does not have access to the Client.
Using the drop downs edit the options for the relevant User/Practitioner
Multiple practitioners can be given access to a Client by giving View or Edit permissions, however, only one can be selected as the Primary Practitioner.
