Abrown at 08:57, 1 June 2012

2012-06-01T08:57:03Z

← Older revision		Revision as of 09:57, 1 June 2012
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			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.




	[[System Maintenance\|Back]]		[[System Maintenance\|Back]]

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2012-05-31T07:59:47Z

Created page with "Back"

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[[System Maintenance|Back]]

Users - Revision history

Abrown at 08:57, 1 June 2012

Abrown: Created page with "Back"