Practice Manager | Staff Permissions - Security Groups
It would be great to be able to set up Security Groups with permissions set for each group, which is then applied to each staff member by adding the Staff to that Security Group.
This way, if a permission needs to be changed for a group of Staff, it can be done at the security group level rather than having to click into each Staff member and edit their individual permissions - which can create inconsistencies and easily miss settings when dealing with a large number of Staff.
Clare Reichelt
shared this idea
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Susan Montanari
commented
Absolutely agree. This is a fundamental requirement of a system with multiple users. It is currently impossible to easily see or download a user permission profile and/or update permissions to ensure they are consistent across the practice.
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Alastair Abbott
commented
This is a critical issue, and I can't understand why it hasn't been implemented yet. It makes the process of creating new users in practice manager so time consuming and error prone. Resulting in different staff having different permissions when they should all have the same.
Then there isn't any easy way to check / audit permissions across many staff. -
Xero Ideas at GT
commented
Role based security is fundamental to any user based system and is required to properly manage user access efficiently and effectively, particularly when there are hundreds of users.
This is a risk issue and also creates additional work.