Practice - General - User Setup - User Setup (new)

This role gives access to the user setup screen. The user setup screen will allow the user to change many items related to their experience within the application. Many of the individual items within this screen have their own roles to further control the user's ability to modify their settings.

This screen is accessible from Setup > Basic Setup - Users. 

Setup the User Setup (new) Role

  1. Click on the Setup portal.

  2. Select Roles under Administrative Setup.

  3. Type "User Setup (new)"  into the search box and hit the Magnifying Glass button.

  4. Select the Practice - General - User Setup - User Setup (new) screen. Assign Write access to the desired Roles.

  5. Press the Save button to save your changes.