A client or a group of clients can have their access restricted to certain users by utilising the Client Permissions functionality.
Setting up a Permission
Log in to Practice Manager Security as the Administrator user.
Go to File, Permissions.
In the Permissions window, click New.
Allocate your permission a new unique name and click Save and Close.
In the Client Permissions window, select the relevant Permission Name from the drop-down, click Add in the Clients window, and click Select to add the clients to the denied client list for this permission.
The Permissions window will indicate that this permission has associated Denied Clients.
Allocate the Permission against the user
A Permission is allocated to the User, restricting their access to a certain client or group of clients; however, they will now be able to belong to more than one group, and their denied client(s) will remain the same.
Log in to Practice Manager Security as the Administrator user.
Go to File, Users.
Highlight the applicable user you wish to apply the Permission against, and click Edit.
In the User Details window, allocate the applicable Permission by selecting from the drop-down menu in the Permission field.
Click Save and Close.
Note: If you have set up Denied client permissions, double-click on the permission name, then Add to the denied list. To remove a permission, click Delete, Ok.
Practice Manager - Security (SQL version)
If you use the SQL version of Practice Manager Security, you can add access levels to your staff. This feature can be found in Permissions, New/Edit.
The following access level restrictions are available:
All.
Manager.
Partner.
Staff.
Office.
This is a great feature when you have multiple offices, but only want staff in Office A to have access to clients assigned to Office A.
In the example below, any staff member with this permission, Office ID = Melbourne, will only be granted access to those clients with Melbourne set as the Office in the Client Detail window.
Important: If this functionality is used, please inform your staff that they must always complete the nominated access level's data entry field when adding new clients to the database. Failure to do so will restrict users from viewing the client information.