Create a Security Group

The primary task in creating a group is to assign the specific rights to that group. The desired rights must be selected from the list of Available Rights on the left and moved to the list of Assigned Rights on the right side.

To create a Security Group:

1. Select the office where the group will apply. To create a group that applies to all offices, click the All Offices icon.
2. Click the Add New Group button at the bottom of the window.

   

3. Type a name for the group. If each office will have distinct groups, QSIDental suggests incorporating the office name or abbreviation into the group’s name.
4. Select the criteria on the left side that is appropriate for the group. Hold down the CTRL button on the keyboard to select multiple rights at once.
5. Click the right pointing arrow to assign the criteria to the group –shown on the right side.

   

   Be careful not to use the double arrow which will move ALL the rights to the right or left regardless of progress.

6. Click the Save button when complete. (Do NOT use the Save with Full Access button)