Access Permissions

Each user, when created, is given a role. By default, each role has access to all features available on the Practice Management System. However, those permissions can be easily changed by an administrator from the practice settings. Click on your practice name or logo in the upper left-hand corner, and click Practice to open a drop-down menu. From here, select Access Permissions.

Once you click on access permissions, you will see all roles within EZDERM.

Clicking on each role you can define whether that particular role will or will not have access to the dashboard, billing, payments and other parts of the system. Check the Allowed box on the right side of the screen to allow access to the respective sections or leave it as unchecked to deny access.

As there is no "ok" or "done" button to confirm the selection, all you need to do is indicate the selection and click on the Back button in the bottom left corner. However, these settings will only come into effect upon the user’s next login. Remember that Access Permissions do not apply to Admin users as they will have access to all parts of the system.

Let’s say, for example, you denied billing and payments access to your aestheticians, as soon as an aesthetician logs in, the billing and payments options will be missing from the left-hand menu. An aesthetician can go to a patients financials page but will only be able to see what debit and credit amounts already exist and will not be able to click on any of them for additional details or edits.