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:

  1. Select System > Change System Settings > System Security > Rights By User. The Rights By User List window is displayed.

  2. Press Enter and click Add. The Rights By User window is displayed.

  3. Type the appropriate information in the User Information section.

  4. Click Select from Template. The User Template List window is displayed.

  5. Select an option:

  6. To add a new template:

  7. To edit a template:

  1. Select an option:

  2. To dictate the template access:

  3. To give the users assigned to this template rights to perform all the tasks:

  1. Click OK.

  2. Click Close.

 

Related Topics

Default Template Permissions