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Security Lock/Control on Monthly and Yearly Reports
Posted: Sat Jan 05, 2013 8:32 pm
by sbgcd
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?
Re: Security Lock/Control on Monthly and Yearly Reports
Posted: Tue Jan 15, 2013 9:15 pm
by jordansparks
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.
Re: Security Lock/Control on Monthly and Yearly Reports
Posted: Sun Dec 22, 2013 6:50 am
by starastar
Is this a new feature ?
I am using version 6.4 , is it available?
many thanks
Re: Security Lock/Control on Monthly and Yearly Reports
Posted: Fri Dec 27, 2013 6:55 am
by Hersheydmd
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.