How to set up Permissions for Clinic Users
Access to Staff is given by assigning them Roles. Each Role has a set of permissions associated with it.
Setting up Permissions for Clinic Users is a 2 Step Process.
STEP I. Define permissions for each of the Roles you plan to have in your Clinic For example: Doctor, for others Nurse and Receptionist.
STEP II. For each Clinic Staff, assign one of the roles you have configured in Step I.
Now, let us have a look at how to setup Permissions for Clinic Users:
1. Go to Tools | Permissions | click on the Role you plan to have in the Clinic. Ex: Doctor.
2. Under Set Permissions check on the Modules, and the features under the Module, you want the Role to have access to. You can toggle the YES/NO switch to turn the permission ON/OFF respectively. Once you have assigned the necessary permissions to a Role ,scroll to the bottom of the page and click on Save.
3. Now go to Tools | Staff | click on the Staff name to open | Role, Ex: select Senior Doctor from the drop-down menu | Save.
(If you need to add a new staff have a look at How to add a new Staff)
Done! Repeat the same process for each staff and set Permissions accordingly.