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How to amend permission levels in Dentally Portal

๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to choose what users in your practice can do within the Dentally Portal's admin dashboard.

Hebe Lowen avatar
Written by Hebe Lowen
Updated this week

๐Ÿ“ Please note: If you are looking to amend permissions in Dentally (not specifically Portal), there is a separate guide for this here.

How do I what different permission levels can access in Portal?

  • Go to the section you want to edit in the left-hand toolbar (eg 'Online Booking' or 'Online Signing') and click 'Settings'.

  • Scroll to the 'Permissions' section, and toggle as needed.

๐Ÿ“ Please note: Each section will have different security configurations available. At the moment, only Level 3 access can be amended.

What do Level 3 users see if they are set to 'View only'?

Level 3 users will still be able to access the admin dashboard, but their view will be restricted. They will not be able to make amendments to that section, and will see a 'Restricted access' button in the top right of the window.

If they click on this button they will be presented with an 'Additional permissions required' message ๐Ÿ‘‡


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