08 · Administration
Roles: who sees what
Make roles such as Reception or Technician and decide, page by page, what each may do.
Where to find it: Administration › Roles
Step 1: New role
Open Roles and click New role. Give it a name, for example Reception.
NameReceptionNew roleStep 2: Rights page by page
For every page of the menu tick what is allowed: Read (see it), Write (change) and Delete.
NameRWDBookings✓✓Patients✓✓RevenueSettingsStep 3: Finance rows
Finance has three rows: Receipts & payments: receipts (see, make and change receipts; Delete = cancel one), Receipts & payments: taking payment (see who owes; Write = mark paid or unpaid) and Register (day close) (see the register; Write = close the day).
NameRWDReceipts & payments: receipts✓✓Receipts & payments: taking payment✓✓Register (day close)✓✓Step 4: Save
Click Save. Everyone with this role gets the change at their next click.
Good to know
- The main login always has full access and is not in the list.