Assign a User to Groups within Any Enterprise

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

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

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

Assign Rights to User Groups

Select a user group, and then select the Rights tab. Select the permission group or category. To view a sub-group, select the button. In the Access Rights box, select the rights to apply for the selected permissions group or subgroup. Select the Update button to save changes. Note: All rights that you have assigned at the permission group level are carried over to each sub-group and sub-category included in the selected Permission group. To assign limited rights, select a permission group. Select to clear all of the check boxes in the Access Rights box. Select the rights that should be granted universally to the entire permission group. Also, select the rights you want to limit. Do not select the rights that you do not want to grant to this group at all. Under the same permission group, select the sub-group or category for which you want to limit the rights. To view a sub-group, select the . Clear the specific rights you do not want to grant to the selected group. Repeat the previous s

System Administrator Help

Delete a Group

You can delete any existing group. However, you must first remove all users associated with a group before you can delete that group. See Remove a User from a Group for more information. Previously deleted users are still associated with a user group. You can view these users by selecting the View Deleted check box on the General tab in the group details. Deleted groups are permanently deleted and cannot be restored. Right-click the user group you want to delete, then select Delete. You can also select Edit the menu, and then select Delete. If there are members in the group, a message warns you that you must first remove all the members before you can delete the group. Select OK, and then remove all users associated with the group. See Remove a User from a Group for details. Then, repeat Step 1. A message displays so you can confirm that you want to delete the group. Select Yes. The System Administrator application deletes the selected group and updates the window. Parent topic: Groups

System Administrator Help

Find Users

You can locate a user in a specific security group within a practice. On the Edit menu, select Find. The Find window appears. Under Find By, select whether you want to search by last name, first name, or user ID. The name of the field below this criteria updates to match your selection. Enter the search criteria in the field. Select Find Now. The search results list the matching user names along with the practices and the security groups that they are in. If users are deactivated, their names display along with the practices and security groups that they last belonged to. If the user you are searching for is not listed, select New Search, and then repeat the previous steps for entering new criteria. In the User list, do one of the following: Double-click the user you want to locate. Select the user you want to locate, then select OK. The user name is highlighted in the practice and security group that it is located in. Parent topic: Organizing Your Internal Structure

Assign a User to Groups within Any Enterprise

Recommendations

Assign a User to Groups in the Same Practice

Add Existing Users to a Single Group

Adding Existing Users to Other Groups

Assign Rights to User Groups

Delete a Group

Find Users

Assign a User to Groups in the Same Practice

Add Existing Users to a Single Group

Adding Existing Users to Other Groups

Assign Rights to User Groups

Delete a Group

Find Users