Set Up Security Access

Security models determine the level of access an operator has for launching Edge features, as well as viewing and changing data.

How to Get Here

• Home ribbon bar > Editors > Practice > Security. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Select Practice in the list at the left and choose the Security option.

  

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Setup

• Choose record to work with - Your list of existing groups appears at the left. Click the group to work with. The details for that group appear at the right.

   

  

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• Review operators assigned to this model - The Operators in Model box lists operator accounts that are assigned to the selected security model. See "Set Up Operator Accounts" for details about assigning operators to security models.

   

  

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• Create new security model - Click Add from the Properties section of the security window. Enter a brief name, and a description of the purpose of the model, and click Add at the bottom of the Create New Security Model box.

   

  

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• Edit name & description - Select a security model from the list at the left. If you have just created a new model, it is selected automatically. Note that you cannot change the details of the Administrators security model: This model always allows access to all Edge features and data.

   

  

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• Edit security group access - The Security Groups box lists general areas of Edge. The current level of access is color coded: Red indicates no access, yellow indicates read-only access, green indicates full access and no color indicates custom access. When first setting up a security model, be sure you assign a level of access to each security group.

   

  

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  • Single-level access - Choose No Access, Read Only, or Full Access to apply a single level of access for this area of Edge. You will not be able to apply security levels to individual Settings listed at the right of the window.

  • Customized settings - Choose Custom if you want to select different levels of access for specific portions of this area of Edge. Then assign an access level to each item in the Settings in Security Group box at the far right of the window.

     

    

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• Delete security model - Select the security model to remove, then click Delete. You can only delete security models that do not have any operators assigned to them. See "Set Up Operator Accounts" for details about assigning operators to security models.

   

  

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Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Notice!

• Limit access by office - You can assign each operator account to one or more specific offices, thus providing further data security, as the operator will only have access to the data from assigned offices. (Note that you can also assign specific assistants and orthodontists to offices, further limiting an operator's security access.). See "Set Up Operator Accounts" for details.

• Practice Tools
  • Assistant Editor
  • Office Contacts Editor
  • Office Editor
  • Orthodontist Editor
  • Practice Details Editor
  • Security Editor

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