Category: Security

User Roles & Access The following is a list of distinct user roles and the menus they can access in various editions of our software.   User Role 2016-PM Plus (PM Only) – Access   2016 PM Complete (PM Only) – Access    2016 Platform (PM + EHR) – Access   Administrator / Owner   Highest […]

About Security Preference Page  This page can be used to set up general security preferences for the practice. The configuration on this page is valid to all users in the practice and includes parameters such as the password expiration time for the users, the maximum number of invalid logins allowed, etc. Fields in the Security […]

How to Setup Two-factor Authentication 1. Two-factor authentication can be enabled for all users in Practice Management System. It is available for group/single sign-on logins as well. The user information screen has a checkbox named ‘Enable two-factor authentication’ (see Image 1). Prior to 2FA enabling, the screen will show 2FA status as in Image 1. […]

User creation and management in PracticeSuite is done through a module called ‘Security’. To create a new user in the system, the following steps are to be followed: 1. Click on Security on the main menu and select User. The Manage Users page will be displayed as in Image 1. Image 1 2. To create […]

In Practice Management System, user creation and management of their privileges and access permissions are done from the module called ‘Security’. To Deactivate a User Account 1. Click on the Security module and select User. The list of users along with their roles, access permissions, etc. are listed as shown in Image 1. Image 1 […]

In our Practice Management system, once a user is created assigning appropriate Admin, Legal and Accounting rights, access configurations for the user need to be setup. The Configuration has mainly two components. They are 1. Remote Access configuration 2. Menu access configuration. They are represented by gear icons as highlighted in Image 1. Image 1 […]