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Managing users

As practice manager, you manage all accounts for your team. You add users, assign roles and group employees. Everything happens via Settings.

Adding a user​

  1. Go to Settings → Organization → Users.
  2. Add the new user.
  3. Fill in the record fields: Assign Role, Department, Position and Supervisor.

The employee can then log in and complete their own employment file via My employment file.

Assigning access roles​

You manage roles via Settings → User access control → Access rights (Setup - Roles). The role model works as follows:

  • Base roles: Super Admin, Admin and Basis gebruiker (the default basic-access role) determine the general access level.
  • Additional roles: targeted permissions per component, such as Schedules, Checklists or Payroll administration.
  • Stackable: a user can have multiple roles at the same time.
  • Per location: a role applies to all locations or to specific locations.
  • Custom roles: with Add New you create your own new roles.

The full overview is at Roles and permissions.

Groups​

Besides departments, you can organise users into groups. You manage these via Settings → Organization → Groups. Useful for structures that cut across departments.

Position is not the same as access role​

Someone's position (dentist, dental hygienist, assistant) is a label in the record. The position does not determine what someone is allowed to do in the system. You manage positions via Settings → Positions; access rights via Settings → User access control → Access rights.

See also​

So adding a new employee is always done via Settings → Users; after that you assign a role and the employee appears in the team.

Can't figure it out? Contact the free helpdesk at info@dentallmanager.nl.