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.
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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
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
Adding Existing Users to Other Groups
After you create a user in one group, you can add the user to additional groups within the same practice, in different practices in the same enterprise, or in practices in other enterprises. You can add users to groups by doing any of the following: Add users to a single group. See, Add Existing Users to a Single Group. Assign one or more groups from the same practice to a single user. See, Assign a User to Groups in the Same Practice. Assign one or more groups from any practice in any enterprise to a single user. See, Assign a User to Groups within Any Enterprise. 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. Therefore, if the user belongs to multiple groups, some of which have a particular right and some that don't, the user gains access to the right. Add Existing Users to a Single Group Assign a User to Groups in the Same Practice Assign a User to Groups within Any Enterprise Parent top
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
Groups
A user group is a set of users who share similar roles within your organization. Every user must be a member of at least one group. Groups keep users organized and make the maintenance of user rights and permissions easier. Rights and permissions must be assigned at the group level and they apply to all users within the group. There is no limit to the number of groups you can create and no limit to the number of groups to which a user can belong. Note: When a user is in multiple groups within one practice and each group has different rights, the user has all the rights available to those groups when he or she logs on. Add a New Group Add Existing Groups to a Practice View a Group's Deactivated Users You can view all the users who have been deactivated from a specific group. Delete a Group Parent topic: Organizing Your Internal Structure
System Administrator Help
Assign Practices to an Association
Every practice is automatically added to the DEFAULT association. You can, however, assign a different Association to any practice. Select a practice. The practice details appear. In the Association list, select the association that you want the practice assigned to. Select Update. Note: You must select Update after every practice assignment to an association, otherwise the practice assignment to the association does not save. To assign more practices to different associations, repeat steps 1 – 3. Close the System Administrator application so that the person association assignment can take effect in the database. Parent topic: Associations Tab
