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Modify user access to applications
Follow these steps to give a NetStaff CS user access to applications in the Virtual Office CS environment.
note
You can give NetStaff CS users access to this module at the group level.
- In theAdmintab of the navigation pane, selectUsersin the NetStaff CS section.noteIfUsersisn't available, you don't have access to this area.
- In the Users list, enter any part of the user's name or login in theFindfield, then select the user's name.tipClear theFindfield to display the full list of the clients.
- In the Permissions section, selectEnablefor Virtual Office CS.
- In the Applications list, mark the checkboxes for the applications the user will access through Virtual Office CS. Clear the checkboxes for the applications the user no longer needs to access.noteIf the NetStaff CS user has access to Virtual Office CS applications through group permissions, the rows for those applications are grayed. To remove the user's access to those modules, you'll need remove the user from the group or remove the group's access to the applications.
- SelectEnter.
The next time the NetStaff CS user signs in to their portal, they will have access to the applications through the Virtual Office CS screen.
note
If you gave the NetStaff CS user access to Mobile CS Link, the user needs to create the datasets that let NetStaff CS users view Practice CS data through the Mobile CS app on their mobile devices. The steps required to create the datasets are outlined in the Setting Up and Using Mobile CS chapter of the Mobile CS Link Getting Started guide.
This article applies to:
- Product: Virtual Office CS
- Subject: Setup