Setup Security Aliases

Security Aliases is used for Multiple-Location practices only. 

Aliases allow for a provider to have multiple entities across different locations grouped together under the same security access information.

Activate Alias Feature

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

2. Record menu > Security Status

3. Tick the following settings:

   1. Start/Access to D4W

      1. Resolve Location from DB

         1. User Aliases are in Use

   2. Click OK

Allocate Providers to Alias Groups

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

2. Users sub-tab

3. Double click on Providers name

   1. Available Users section, select Provider(s)

   2. Click left pointing arrows

   3. User Groups section, tick the group to add the Provider(s) to

   4. Alias (user) name: Enter the selected Providers user name

   5. New Password: Enter the selected Providers password

   6. Confirm Password: Re-enter the selected Providers password

   7. Access to System: Allowed

   8. Click OK

      

4. When logging in to D4Web, the Provider must enter their user name and password, and select the location to open