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USERS AND USER PERMISSIONS

You will be prompted for a username – and password where applicable (this is optional) – each time that you open the application. Each person using the application should, therefore, be registered as a user in Assisi. When registering a new user, it is possible to decide which options within the application that user is allowed to access by creating user groups with the permissions specified for each group and then allocating that user to a user group.

User Groups

To Create a New User Group

  1. Click Settings on the Assisi desktop.

  2. Click Users and then User Groups.

  3. Click New Group, type in the group name, click the Save button and click OK at the save prompt.

  4. The new group name will then be displayed in the group display box. Click on this to display all of the permissions on the right-hand side of the screen in the permissions display box.

  5. Select the relevant permissions for that group by clicking on the selection box to the left of each permission. This will add a tick alongside the permissions that you have selected to activate and automatically save the selections.

To Edit Permissions for an Existing User Group

If a permission is changed for a user group, then it is changed for all members of that group.

Click on a group and click on the box alongside a permission to toggle the tick between on and off. The changes will be automatically saved.

Using the Permissions Filter

To filter the list of permissions, type some text in the filter box and click the Display button.

Users

To Create a New User

  1. Click Settings on the Assisi desktop.

  1. Click Users and then Users again.

  2. Click the New User link. This will activate the user fields on the right-hand side of the screen.

  3. Fill in the relevant user details on the right hand side of the screen.

  4. The User Name/Short Login should be the full name of the user – > the short login can be the user's initials. The user can log in > using either their full name or this short login.

  5. Forename/Surname should be the forename and surname of the user.

  6. The Password is optional. It can be viewed in full from this > screen so, if you are activating passwords for your users, make > sure that your general users don't have access to the permissions > Maintain Users and Maintain User Groups, otherwise they > will be able to look up other users' permissions and edit the > permissions in the user groups.

  7. User Group should be the group to which the user is to be > assigned.

  8. Branch Code – the branch code when adding work normally defaults > to system settings so this box should normally be left blank > unless you always want this user’s invoices to default to the > branch selected.

  9. The Active User box will be ticked by default and should remain > so as long as the user is an active user of the application. When > users leave, the tick can be removed by clicking on it, leaving > the user details on the system but rendering that user inactive.

By default, inactive users will not be displayed in the Users box. Click the Show Hidden/Deactivated box to display inactive users, if required.

  • Force Password Entry (Work) If this box is ticked no-one will be > able to select this user on the work entry screen without the > correct password being entered.

  • Force Password Entry (Payment) If this box is ticked no-one will > be able to select this user on the payment entry screen without > the correct password being entered.

  • Session Timeout Tick this box to activate the auto logout of the > application following a period of inactivity.

  • Lexicon > Prefix – A table of veterinary terms (Lexicon) is available, > which can be used as a quick entry/spell check for invoice notes > and clinical text. Each user can opt in or out of using it and > specify how many characters need to be entered before a Lexicon > option is recognised and offered (0 to opt out, 3 = activate when > first 3 characters match).

  • Click Save.

To Edit User Details

Click on the user name, edit as required and click Save.

Note: Users cannot be deleted but they can be marked inactive if they leave the practice. Inactive users are not displayed by default – click Show Hidden/DeActivated to display an inactive user’s details.