Creating and Modifying User Templates

User templates help you create a set of permissions for a specific job description and then apply the permissions to each user who performs that job within your practice. When you install SoftDent, several templates are included.

To create or modify a user template:

Select System > Change System Settings > System Security > Rights By User. The Rights By User List window is displayed.
Press Enter and click Add. The Rights By User window is displayed.
Type the appropriate information in the User Information section.
Click Select from Template. The User Template List window is displayed.
Select an option:
To add a new template:To add a new template:Click Add. The User Template window is displayed. Type a template description in the User Description field.
To edit a template:To edit a template:Select the template and click Edit. The User Template window is displayed.

Select an option:
To dictate the template access:To dictate the template access:Select the appropriate category from the left side of the window and select the checkbox next to each task users assigned to this template can perform in the right side of the window. For a complete list of tasks by category, see Tasks with Limited Access.
To give the users assigned to this template rights to perform all the tasks:To give the users assigned to this template rights to perform all the tasks:Click Select All.

Click OK.
Click Close.