Users

When Optisoft first opens you are prompted for a password to log in.

By default there is only one user on the system, System Supervisor, this is comparable to the computer Administrator account. It has unlimited access to Optisoft’s features and maintenance functions.

You can create as many or as few extra user accounts as you wish, granting each user account different access privileges as required.

<<IMAGE HERE>>

Creating New Users

To create a new user account

Click on the Optisoft Orb in the top left Select File>System>Users to open the User Maintenance screen Enter the desired user name in the Name box Enter a Short Name for the new user, this would typically be the users initials. Enter a password for the new user. On the left hand side there are a number of check boxes, these mark functions that the user is allowed to use. Deletions – The user has the rights to delete records from Optisoft, this covers patient records, products, users, staff and appointments. General Maintenance – Allows the user access to the Maintain menu Maintain Users – Allows the user access to the User Maintenance screen Settings – Allows user access to Optisoft’s settings Maintain Cash Security – Allows the user the rights to enable/disable cash security, see Cash for more details Cash – Undo/Delete – Allows the user the rights to undo/delete cash transactions, see Cash for more details On the right hand side there is a list of the Optisoft modules. Selecting modules in this list prevents the user from access the specified module. The Auto Capital Letter check box sets the default status of the button, either on by default or off. The Restrict Reports check box sets whether the user has access to all of the reports available in cash or whether they are limited to viewing the transaction reports. Click when you have set up the user. You will be prompted for the new user’s password again. Enter the same password as you set up earlier and click again to complete the new user.

Editing Existing Users

To edit an existing user account

Click on the in the top left Select File>System>Users to open the User Maintenance screen To locate the existing user either use the search box or click on Built-In Lists>All to view a list of all users. Once you have selected the user to edit make the required changes and click to save the changes.

Deleting a User

To delete a user account from the system

Click on the in the top left Select File>System>Users to open the User Maintenance screen To locate the existing user either use the search box or click on Built-In Lists>All to view a list of all users. Once you have selected the user to delete click the button to delete the user from the system.

Back