Setting Up Security Permissions

Ensure that each staff member has a staff login password.
Select Functions > Maintenance/Setup > Staff and ensure that an appropriate staff type is specified for each staff member.

To set up security permissions:

Select Functions > Maintenance/Setup > Security. The Security window is displayed.

Select each doctor and office manager from the By Staff drop-down list.
In the Maintenance category, select Yes in the Permission column for the Security Maintenance and Staff Maintenance functions.
In the Main Menu category, select Yes in the Permission column for the Environment Options function.
In the Reports category, select Yes in the Permission column for the Auto Payment Reports option.

In offices that do not use Carestream Dental eServices to process electronic payments, staff members for whom the Auto Payment Reports option is enabled are able to see complete credit card numbers on the Auto Payment report for manual third-party processing.
Click Enable All or Disable All to enable or disable all functions in the selected category.

Select each staff type using the By Staff Type drop-down list.
In the Maintenance category, select No in the Permission column for the Staff Maintenance function.
In the Main Menu category, select No in the Permission column for the Environment Options function.
Select each category and set the minimum necessary permissions for the selected staff type.

Select each staff member using the By Staff option.
Adjust each staff member’s security permissions, when necessary. Do this as infrequently as possible to prevent disconnects from staff type.
To check out patients, an employee must have security access permissions for both Checkout and Patient Chart.

In the Reports category, adjust security permissions as appropriate for all financial reports that were password-protected in previous versions of the software, such as Auto Payments, Daysheet, Roll, Statements, and so on.
Due to the Payment Card Industry (PCI) Data Security Standard compliance, access to Auto Payment Reports, which can contain protected account information, cannot be globally assigned to a Staff Type category. You can enable access for individual employees using the By Staff option in Step 2.