Add / Modify Security Groups

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Security Groups are used to bulk apply the same security permissions to all users linked to the group, for example, Dentists. 

  1. Click the navigation menu > Location Setup > Security page

  2. Open Groups sub-tab

  3. Record toolbar > New Record

    1. Group Name: Enter name of group

    2. Copy Rights from Group: Tick and select an existing group to copy permissions from

    3. User of the Group: Tick users to link to group. Users can be linked to multiple groups.

    4. Click OK
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      Links:
      Understanding the Security Page
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