Help Topic: Permissions

Q. How Do I To Manage Permissions Quickly And Easily?

You can manage permissions by editing your clients, practitioners, or staff.  This can take a long time if you need to edit the permissions of several users.  There is an easier way to manage permissions.

To use the permissions module, do the following:

  • click on the lock icon using the command center icons to the left or using the main menu: SETTINGS > PERMISSIONS
  • click on the user type you desire (staff, practitioners, or clients)
  • review the permissions of these users at a glance
  • where you want to make changes, click on the EDIT button to the far right
  • make any changes you like and click the SUBMIT button