Security Lock/Control on Monthly and Yearly Reports

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sbgcd
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Joined: Wed Jul 27, 2011 10:04 am
Location: NY
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Security Lock/Control on Monthly and Yearly Reports

Post by sbgcd » Sat Jan 05, 2013 8:32 pm

Is it possible to have a security control on individual reports?The reason I need this - as our front desk matches the daily payments/insurance checks with the report to ensure everything is OK - any thought on this? but I dont want them to see monthly or yearly stats of the practice... Is it possible?

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jordansparks
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Re: Security Lock/Control on Monthly and Yearly Reports

Post by jordansparks » Tue Jan 15, 2013 9:15 pm

You can block them from seeing Production and Income and Aging. All of those are in a Permission that's separate from the main permission for reports. It's about 9 down from the top in the Security setup window.
Jordan Sparks, DMD
http://www.opendental.com

starastar
Posts: 23
Joined: Thu May 07, 2009 4:38 pm

Re: Security Lock/Control on Monthly and Yearly Reports

Post by starastar » Sun Dec 22, 2013 6:50 am

Is this a new feature ?
I am using version 6.4 , is it available?
many thanks

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Hersheydmd
Posts: 700
Joined: Sun May 03, 2009 9:12 pm

Re: Security Lock/Control on Monthly and Yearly Reports

Post by Hersheydmd » Fri Dec 27, 2013 6:55 am

jordansparks wrote:You can block them from seeing Production and Income and Aging. All of those are in a Permission that's separate from the main permission for reports. It's about 9 down from the top in the Security setup window.
This is awesome. I never realized I could do this. It's perfect.
Robert M Hersh DMD, FAGD
Univ. of Penn 1982
Brooklyn, NY 11234
https://www.facebook.com/pages/Robert-M ... 1471599429

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