Controlling Access to Client Data via Data Security
This is where you define an additional level of security that controls which areas in the practice (Company, Office, Department, or Centre) can see assignments for clients that are sensitive. These settings apply across the whole practice.
Control User Access to Clients
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On the main menu, click File > Maintenance > Security > Data Security.
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On the Data Security window, select one or more of the following check boxes in the Client column:
| Select... | To... | ||||
| Company | Restrict an employee's access to clients with the same Company details as the employee’s stationed record. When an employee does a client search only clients with the same Company details as the employee’s stationed record will be returned in the results list. | ||||
| Office | Restrict the an employee's access to clients with the same Office details. When the employee does a client search only results that match the employee’s stationed record will be returned in the results list. | ||||
| Department | Restrict an employee's access to clients with the same Department details. When employees do a client search only clients with the same Department details as the employee’s stationed record will be returned in the results list. |
- To restrict access to clients that match the employee's stationed record, select all the options. Only clients that match the logged in employee’s stationed record for company, office, department or centre will be displayed in a client search.
- To include access to all the clients in the database, clear all the above check boxes. When the logged in employee performs a search, the results will include all the clients in the database.
Control User Access to Assignments
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On the main menu, click File > Maintenance > Security > Data Security.
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On the Data Security window, select one or more of the following check boxes in the Assignments column:
Select... To... Company Restrict an employee's access to assignments with the same Company details as the employee’s stationed record. When an employee does an assignment search only assignments with the same Company details as the employee’s stationed record will be returned in the results Office Restrct the an employee's access to assignments with the same Office details. When an employee does an assignment search only assignments with the same Office details as the employee’s stationed record will be returned in the results. Department Restrict an employee's access to assignments with the same Department details. When an employee does an assignment search only assignments with the same Department details as the employee’s stationed record will be returned in the results. Centre Restrict an employee's access to assignments with the same Centre details. When an employee does an assignment search only assignments with the same Centre details as the employee’s stationed record will be returned in the results.
If all the above check boxes are clear, when the logged in employee performs a search, the results will include all the assignments in the database.
Note
Users can further manipulate access to a client’s record by using the Team section on the Responsibility tab for a client or assignment.