Assign Your Settings to Other Users

Use the Assign User Options tool to copy specific Edge settings your own system log in to someone else's Edge system log in. Note that your security rights must include full access to the User Options Assignment setting in the Practice Administration security group for this feature to work for you.

1. Open Assign Options - Home Ribbon Bar > Tools section > Other Tools > Assign Options.

   

2. Choose Settings to Copy - Choose which of your current settings you want to copy to other Edge operators. Click the setting you want to work with, then click the arrows to add or remove it from the options you want to copy to other users. You can select options individually, or use your Ctrl or Shift key to select multiple options simultaneously. You can also use the double arrows to include / exclude all settings. When all the settings you want to copy to other operators are selected, click Ok to continue.

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   Available Settings

   Financial - These settings, which include your default late fee policies, are found in your Financial User Options. See "Set Up Financial Options" for details.

   General - These settings, which determine how certain log in and mail merge features behave, are found in your General User Options. See "Set Up General User Options" for details.

   HR Manager Panels - These are the panels that are active on an employee record when you first open the HR Manager. See "View Employee Record" for details.

   Imaging - These settings are found in your Imaging User Options. See "Set Up Imaging User & Machine Options" for details.

   Mail Merge - These settings, which include the document type and envelope file assigned to your letters, are found in your Mail Merge Documents editor. See "Set Up Mail Merge Documents" for details.

   Messaging - These settings, which include your Quick Message list, are found in your Messaging user options. Note that if you choose to assign this setting to other users, the selected users' Quick Message lists will be overwritten by your list. See "Set Up Messaging Options" for details.

   Patient folder panels - These are the panels that are active on the Home page of a patient folder. See "Patient Home Page" for details.

   Patient Tracker - These settings are found in your Patient Tracker display properties. See "Set Up Patient Tracker Display" for details. (Note that the settings in the Patient Tracker editor are system-wide: Any change made by any operator is automatically applied to everyone's Patient Tracker editor. See "Set Up Patient Tracker" for details.)

   Reporting - These settings include your Quick Reports. See "Use Quick Reports" for details.

   Ribbon Settings - These settings, which include the type and size of the icons displayed in your ribbon bars, are found in the Customize Ribbon Bar editor. See "Customize Edge Ribbon Bars" for details.

   Scheduler - These settings are found in each tab of your Scheduler User Options. See "Set Up General Scheduler Options" for details.

   Search - These settings, which include the default data types you can search by, are found in your Search user options. See "Set Up Search Options" for details.

   Tooth Chart - These settings, which include your default tooth numbering method, are found in your Tooth Chart user options. See "Set Up Tooth Chart Options" for details.

   Treatment Chart - These settings determine the default settings for your Findings Import and filters.

   Widgets - Application - These are the application widgets that are active when you first open Edge. See "Application Widgets" for details.

   Widgets - Dashboard - These are the widget panels that are active on your Edge dashboard. See "Your Dashboard" for details.

   Widgets - Patient - These are the widget panels that are active in the Patient Information Panel. See "Patient Folder Widgets" for details.

3. Choose Operators - Select an operator to work with, then click the arrows to add or remove that name from the of people you want to copy your settings to. You can select options individually, or use your Ctrl or Shift key to select multiple options simultaneously. You can also use the double arrows to include / exclude all operators.

   

4. Finish - When all the operators you want to include are selected, click Ok to continue. The selected options are applied to the specified users immediately, whether or not the user is currently logged into Edge. However, the user might need to refresh their Edge screens to see the effects.

More Information

Assign Selected Statistics to Other Users - After setting up your Practice Monitor data and goals, you can share those settings with other Edge users. While viewing the Practice Monitor settings window, simply click Assign, then select the Edge users to work with. When those users open their Practice Monitor widget, your settings will be in place for them automatically. See "Practice Monitor" for details.

• *Special Settings & Tools*
  • Assign Options
  • Customize Edge Ribbon Bars
  • Dictionary
  • Edge System Requirements
  • Edge Update Settings
  • Full Screen Option
  • General Edge Options
  • Get More Help
  • Keyboard Shortcuts
  • Print an Edge Window
  • Reposition & Close Edge Windows
  • Review Latest Updates
  • Show / Hide Ribbon Bar
  • Subgroup Editor
  • Touch Screen Tools
  • Visual User Options

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