Practice Insights: Security & SuperGroup

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The Practice Insights security setting will determine if the user can see the menu items & access the individual Insights dashboards.

Access to all dashboards for the "Administrator" Super Group is ticked By Default

 

  1. Click the navigation menu > Location Setup > Security page
  2. Select the Groups tab

    1. Tick the Practice Insights option for each group where access is permittedmceclip1.png

    2. Tick the individual dashboards box to allow accessmceclip3.png

  3. Data access to the each dashboard is controlled by Security SuperGroups.

    1. Setup Security SuperGroups to ensure the correct people are able to access the required dashboardmceclip2.png
      There is one exception: Overview Dashboard. The data in the Overview Dashboard will be visible to anyone who has been given access to the Practice Insights action

Scenarios:

Scenario

Access

  • The user is a Provider

  • Has been given access to dashboards

  • Does NOT belong to a Super Group

  • Overview Dashboard

  • Other Dashboards (that they have been given access to) only with their own data

  • The user is NOT a provider 

  • Has been given access to dashboards 

  • Does NOT belong to a Supergroup

  • Overview Dashboard 

  • No other dashboard menus will be visible

  • The user is a provider 

  • Has been given access to dashboards 

  • Does belong to a Supergroup 

  • Show All Data is NOT ticked

  • Overview Dashboard  

  • Other Dashboards (that they have been given access to) only with the data for the members of the Super Group

  • The user is NOT a provider 

  • Has been given access to dashboards 

  • Does belong to a Supergroup 

  • Show All Data is NOT ticked 

  • Overview Dashboard 

  • Other Dashboards (that they have been given access to) only with the data for the members of the Super Group

  • The user is a provider 

  • Has been given access to dashboards 

  • Does belong to a Supergroup 

  • Show All Data is ticked

  • All dashboards (that they have been given access to) with all providers’ data

 
  • The user is NOT a provider 

  • Has been given access to dashboards 

  • Does belong to a Supergroup 

  • Show All Data is ticked

  • All dashboards (that they have been given access to) with all providers’ data

 

 

 

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