Set Up Security Access

Security groups determine the level of access an operator has for launching ViewPoint features, as well as viewing and changing data.

How to Get Here

• ViewPoint main menu > Tools & Utilities > Edit User Accounts.

   

  

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Choose Your Settings

• Choose record to work with - Open the Groups tab at the top of the window.Your list of existing groups appears at the left. Click the group to work with. The details for that group appear at the right.

   

  

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• Create new security group - Click Add Groupfrom the Properties section of the security window. Enter a brief name, and a description of the purpose of the group.

   

  

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• Edit name & description - Select a security groupfrom the list at the left. If you have just created a new group, it is selected automatically.

• Assign members - Open the Members window for the selected security group. The list at the right of the window includes users already assigned to this group. The list at the left shows you users that have not yet been assigned to a group.

  Select the member to work with, then click Add> or <Remove to include / exclude that user from the group. Note that in order to move a user from one group to the next, you must first remove the user from any group,

   

  Open the Members window from either the Properties or Rights security window.

  

  Then add and remove members from this group.

  

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• Define rights - Security rights are assigned to group of employees on a feature-by-feature basis. Open the Rights window of the selected security group. Select the category to work with, and choose an option within that category. You can then set the level of access for the selected option.

   

  Open the Rights window from either the Properties or Members security window.

  

  Choose the category to work with, then select an option and set up the level of access.

  

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• Save your changes - When finished, click Apply to save your changes, then click Close to exit.

Notice!

• New security group access - When you first create a security group, all rights are set to No Access, which is not very useful! We suggest you set aside some time to go through each security category and its associated options to be sure each level is set correctly.

• Set Up Your Practice
  • Assistant Table
  • Install Fingerprint Sensors
  • Message Box Table
  • Office Table
  • Orthodontist Table
  • Security Groups
  • System Settings

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