User groups are used to assign the same set of permissions to a group of users.

In the Security window, click the User Groups tab.

User Group: Lists the available user groups to assign permissions to. Highlight a group to view selected permissions.

• Add Group: Click to create a new group.
• Edit Group: Click to edit the name of the currently selected group. Alternatively, double-click the group from the list.
  
• Delete: Click to remove the selected group. Before a user group can be deleted, all users must be unassigned from the group or moved to another user group.
• Save: Save changes.

Permissions for group: Displays the permissions for the selected user group. Permissions allow or restrict access to a specific action or Open Dental feature. Check or uncheck permissions as needed for the group. For information on what each permission controls, see Permissions.

• Set All: Click to assign all permissions, except the "Security Admin" Permission, to the selected user group.
• Set None: Click to unassign all permissions to the selected user group.
• Collapse All: Collapse the permissions list to only view headings.
• Expand All: Expand the permissions list to show all.

If a box is checked for a permission with a User Group Lock Date, the following window appears. This allows users to prevent alteration of historical data. To set a date limitation, enter a value in the Date or Days field, then click Save to keep changes. If left blank, there is no lock date.

• Date: Enter a date to prevent users from making changes on or after the date entered (e.g., 03/31/2022). Changes are only allowed if they are newer than the date entered. Can be used to close out the month.
• Days: Enter a number to lock items after a set number of days. Changes are only allowed before the set amount of days. Entering 1 allows changes for the current day only.
Note: See Global Lock Date to prevent backdating of new items, or to lock for multiple permissions and groups at one time.

Users currently associated: Displays the users currently associated with the selected user group.

Additional Resources

Watch the Security and User Permissions webinar
See How to Set Up User Group Permissions for detailed instructions on taking patient payments.

• Global Security Settings
• User Edit
• Audit Trail