Setting Access Rights to Office Expert

You can restrict staff members in your practice from accessing reports in Office Expert.

To set access rights to Office Expert for staff members:

  1. Select Functions > Maintenance/Setup > Security from the main menu.

  2. Select By Staff Type.

  3. Select a staff type from the drop-down list.

  4. Select a category from the Category list. A list of functions is displayed in the right pane.

  5. Click in the Permission column next to the function for which you are setting permissions.

  6. Click Enable All or Disable All to enable or disable all functions in the selected category.

Select Yes to enable access to this function for all employees of the selected type.

OR

Select No to disable access to this function for all employees of the selected type.

  1. Repeat this procedure to set permissions for additional staff types or additional categories.

  2. Click OK to save your changes and close the Security window.

 

Related Topics

Setting Up Office Expert

Scheduling Office Expert

Turning Off the Office Expert Prompt