Copy security access codes for a new user

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  • Idea
  • Updated 7 months ago
  • Planned
  • (Edited)
When choosing the security access codes for a new user, is there a quick way of doing this? Using version 16.9.4 I found that I needed to open up an existing user, see what their access codes were set to for the first tab, "general"; , then close them down, then open up my new user and apply the same settings for that tab; then close the new user down; then open up the existing user to check the settings for the next tab ("exports/reports"), scribble them down, open up and apply them to the new user, .... etc etc for each of the 8 tabs. Is there a quicker way to do this? Can one copy one user's setting to another (like one can now copy app't book rules)?Thanks! Joyaa
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Joyaa Antares

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Posted 3 years ago

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Mandi - Sport & Spinal Physio

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I would like to know this too - Joyaa, we actually did a screen shot of each page so we didn't have to write it all down, but it is very time consuming
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David Ayres

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This would be really useful for us to.
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Rachel Bruce

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This reply was created from a merged topic originally titled Practitioner security settings - default or copy for new practitioner.

When setting up a new practitioner, we currently need to start from scratch each time with selecting their security/access settings.

We would love to be able to either copy an existing practitioner's security/access settings or set up default security/access settings which can be applied with a single click of a button in the set up process and of course then be able to be customised further if needed
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Timothy, Business Care Manager

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Hi Rachel. We are planning a review of the Security area of Front Desk that will allow for better management of user accounts and access permissions. I can't provide an ETA as yet but note that this is on our radar.
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Rachel Bruce

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Hi Timothy,

That's great, thank for letting me know.