Adding Existing Users to Other Groups

System Administrator Help

Add Existing Groups to a Practice

You can add existing groups from one practice to another. When you add existing groups to a practice, the group security rights are copied over but none of the users originally assigned to the groups are copied over. This method of adding groups is useful when you need to add a lot of groups to a new practice. Select a practice to add the existing groups. Right-click the practice, then select Add Existing Groups. The Select Group window appears. Expand the appropriate practice, and then select the check boxes of the groups you want to add to the practice. Note: If you want to select all groups in a practice, select the check box for the practice. Select Add. A message asks if you are sure you want to add the selected groups. Select Yes to add the existing group to the selected Practice. Select Exit to save the group to the practice. Add users to the groups by either creating new users or adding existing ones. See Add Existing Users to a Single Group. Parent topic: Groups

System Administrator Help

Assign a User to Groups in the Same Practice

When you create a user in one group, you can add that same user to additional groups in the same practice. Note: If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Double-click the user. The user information displays. Select Update. Parent topic: Adding Existing Users to Other Groups

System Administrator Help

Assign a User to Groups within Any Enterprise

After you create a user in one group, you can add that same user to additional groups in any practice within any enterprise that you have the security rights to access. Note: If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Select the user that you want to assign the groups to. Right-click the user, then select User/Group Assignment. The Find Groups window displays all the groups that you have the permissions to access. The check box is selected for each group that the user is already a member of. To change the number of groups in the list, select one of the following: To see the complete list, select All. To see only the groups assigned to the user, select Assigned to User. This option is helpful if you want to remove the user from multiple groups at once. To see only the groups assigned to the user, select Unassigned to User. This option is helpful if you want to add the user to multiple gr

System Administrator Help

Add Existing Users to a Single Group

You can add existing users to another group in any practice. Use the following steps when there is only one group that you want to add users to. For example, you might want to add existing users to a newly created group. Note: If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Select the group that you want to add an existing user to. Right-click the group, then select Add Existing User. The Select User window appears. An icon appears next to the users that are already members of the group. Select the user you want to add. Note: To search for a user, do the following in the order listed: First, select Find. On the Find window, select whether you want to search by last name, first name, or user ID. Enter the search criteria in the text box. The search results display in the User and Practice list. In the list, select the user you want to add, then select OK to return to the Select User window. S

System Administrator Help

Add Users

In the left pane of System Administrator, select the group that you want to assign the new user to. Right-click the group, and select New User. The General tab displays boxes to enter the user details. Enter the last name, first name, and middle name of the user. In the Privacy Level field, enter a number (for example, 0, 1, or 2) to indicate the level of access to patient records. Enter the user's employee number, which can be any user-defined number. Enter the user's credentials, such as MD. Use this field if your practice has users with credentials who are not providers. NextGen® Enterprise documents and reports can display the credentials. To provide details about the provider, do the following: Assigned Provider. Select the provider assigned to the user. The selected provider is automatically selected for the user upon authenticated logon at runtime. Select a provider only if you want the user to always be associated with the assigned provider— for example, an assistant who works

System Administrator Help

Users

You must set up all users before they can use the system. A user must belong to a group. Although the System Administrator application supplies you with a default enterprise, practice, group, and user, you should complete the setup of your own enterprise structure before you add users. Add Users You can create a new user in System Administrator and define properties such as the name, email password, and provider relationship. Adding Existing Users to Other Groups Add External Systems for Users LDAP and Windows Integrated Authentication Parent topic: Organizing Your Internal Structure

Adding Existing Users to Other Groups

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