Changing a user's rights

You can change the security rights of a user account to allow or deny access to certain areas and functions of Ascend Academic for that user by changing their user role. If your organization has multiple locations, a user can have a different role for each location.

Important: Your organization's business owners, doctors, and office managers should be the only ones who have administrative security roles.

To change a user's rights

1. On the User Accounts page, select a user account.

   Tip: You can use the Search field to locate a specific user account by entering a part of their first or last name, username, or email address.

   Note: The search results display a maximum of 100 entries. If necessary, enter specific search criteria.

   

   The User Account Information page displays.

   

2. Complete any of the following:

   • If your organization has one location, you can select a different role for the user.

     1. ClickTap the Basic Info tab.

     2. From the Role drop-down list, select another entry.

     

   • If your organization has multiple locations, you can change the rights at a location.

     1. ClickTap the User Roles & Locations tab.

     2. From the User role drop-down list, select another entry.

     3. From the Location drop-down list, select another entry.

     Note: A user can have only one role assigned for each location.

     

   • If your organization has multiple locations, you can add rights for a location so that the next time the user logs into the system, they can access the selected location according to the specified rights of the selected user role.

     1. ClickTap the User Roles & Locations tab.

     2. ClickTap the Add New Role button.

     3. From the User role drop-down list, select another entry.

     4. From the Location drop-down list, select another entry.

     Note: Only unassigned locations are available for selection because a user can have only one role assigned for each location.

     

   • If your organization has multiple locations, you can remove rights to a location so that the next time the user logs into the system, they cannot access the location that was removed.

     1. ClickTap the User Roles & Locations tab.

     2. Next to the location that you want to remove this user's access to, clicktap X.

     Note: Since each user must have access to at least one location, this button is available only if there is more than one role-location combination listed.

     

3. ClickTap Save.

   The user receives an email message, stating that changes were made to their user account.

   Note: If the user is logged into the system, the changes will not take effect until they log in again.