Security
Every user should log on under his or her name in Practice-Web Dental. The employee should log off when they leave the workstation.
Every user is part of a user group. The permissions are assigned to the entire group, not to the user unless group has only one user. All users that are assigned to a work group will have the same permissions. So, if you want one user to have permissions that are different from everyone else, then you need to set up a user group just for him or her.
A few of the permissions have Date or Day limits. These permissions are Payment Edit, Adjustment Edit, and Edit Completed Procedures. By setting day or date limits, you can significantly reduce the amount of freedom that a user has to change historical data. These limits are based on the date the item was entered, not on the date it shows in the patient account. This allows you to print daily reports with confidence that nobody can ever alter them without permission.
Set Admin Password
If the following dialog does not appear when first starting Practice-Web Dental, then the password for Admin has not been set yet.
To set the admin password, click on "Setup" in the main toolbar, then choose "Security" from the dropdown menu. The following dialog will open.
Double-click on Admin. The following dialog will appear.
- Click on "Create Password".
- In the "New Password" field, enter the password for the Admin.
- In the "New Password Again" field, Re-enter the Password for the Admin.
- Click the "OK" button.
Set Up Security
Click on "Setup" in the main toolbar, then choose "Security" from the dropdown menu. Then, choose "User Groups" from the tabs on the upper left and select the “Admin Group.”
- On the right, under "Permissions for Group," place a checkmark on the items that the Admin Group users will have permission to do.
- In the upper left, click on "Regular Users"
- On the right, under Permissions for Group," place a checkmark on the items the regular users will have permission to do.
Add User
Users are not added within the main Security window, but by choosing "Security Add User" (below Security) in the "Setup" dropdown menu on the main toolbar.
Add Users to Admin Group
• Only Providers and/or office managers should be assigned to the Admin Group!
• From the setup Menu click on “Security.” Then, choose “Add User.”
• Enter the user's name.
• Make sure that "Admin Group" is highlighted.
• Under "Employee" highlight the employee name.
• Click on the "OK" button.
Add Users to Regular User Group
• From the setup menu click on “Security.” Then, choose “Add User.”
• In the "Edit User" dialog, enter the user's name.
• Under "Employee" highlight the employee name.
• Make sure that "Regular User" is highlighted.
• Click on the "OK" button.
Set Up User Passwords
• From within the "Security Settings" dialog, double-click on the user's name.
• Click on the "Create Password" button.
• In the "New Password" field, enter the user's password.
• In the "New Password Again" field, enter the user's password again.
• Click on the "OK" button.
Global Security Settings
To access the Global Security settings from the main “Security Settings” window click on “Global Security Settings" in the top left corner.
The following dialogue will open.
Set up the fields as needed and click ok to save changes.
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