Setting User Permissions
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This document will review setting up Desktop and/or Mobile/ Web App Permissions for users, which will block them from certain actions or forms.
When creating a new user, by default, they can do or go almost anywhere in the application.
Click the tabs below based on the version of the Wise Option software you need instructions on.
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Video Coming Soon
Go to Main Screen > Professional > Desktop Permission
Add a new group.
Permissions are applied on a group level, not a per-user level, so you must create a group.
Name the group and select the check box for all practices if this will affect all practices.
Some users have multiple branches and may wish separate permissions based on the branch (practice).
If you do not have multiple branches, please check this box.
Select the group from the list, use the drop-down menu to select the user, and click Add User to add them to the selected group.
Users can be added to multiple groups.
Please note that only users who are not administrators will be available to add to groups
If a user is part of two groups:
In Group 1, they can add credit cards, but they are also part of Group 2, which has that ability blocked.
This pairing means they will not be able to add credit cards.
Select the group > Select Practice or All Practices
Review all the areas to block and select the appropriate areas. By checking a selection box, you block a group from interacting with those specific actions or forms.
Example:
With the selections above, this group cannot click the Add Customer button on a customer file, Add Patient button from a customer file, open the account from a customer file, or access Billing Options from a customer file.
Suppose these are the only selections made for this group. In that case, the users in this group may still perform actions on the customer file that are not listed specifically (i.e. add or edit contact information).
Please review all areas when setting permissions for the first time. Some areas may appear multiple times as there are multiple ways to get to that area. For example, in this case, there is an Add Patient button on the patient file. Since it is only blocked from the customer file, a user in this group could add a patient from the patient file.
Click Save.
Test the permissions by having one of the users in the list login, and ensure you have blocked all necessary areas.
Main screen > Professional > Mobile Permission.
Repeat steps 2-9.
