How do I customize what sections a user can view?

To monitor what users are able to see on the PMS, edit the Access Permissions based on the roles that are assigned to users. 

1. Click on the Practice name in the upper left-hand corner and select Practice to expand a drop-down menu. Click on Access Permissions.

2. Choose the Role you wish to edit 

 3. Click on the checkbox on the right side of the screen to toggle if you would like the section to be Allowed or Denied

Note: When you deny a section, it is removing that whole section from the user's account. For example, if you deny reports that whole section will not appear in the left-hand navigation. 

4. Selecting a user as an Admin in Account settings will override all Access Permissions and allows an individual user to view all sections regardless of role. 

 To change user admin settings go to Accounts > Choose User > Toggle Admin checkbox

  If you want to view how to change the role click here.