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How to amend permission levels

๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ ROI, AU, UK, CA - Give access to certain features for users at different permission levels in Dentally ๐Ÿ”’

Hebe Neate-Clegg avatar
Written by Hebe Neate-Clegg
Updated over a month ago

Can I edit what functions a user has access to?

There are default security levels already set up in Dentally, but you can customise your setup by giving lower-level users access to certain higher-level functions.

Those with permission Level 4 (administrator) can grant some additional permissions to individuals on lower security levels.

๐Ÿ“ Please note: If you are looking to amend Dentally Portal permissions, there is a separate guide for this here.


How do I edit a user's access permissions?

Permissions will vary depending on your location. You can check which opt-in features are available to your practice by:

  • Making sure you are a Level 4 user, or ask a Level 4 user to follow the steps below.

  • In Dentally, go to โ€˜Settingsโ€™ > โ€˜Usersโ€™.

  • In the list of active users, find the user you want to edit (changes are made one user at a time).

  • Click the 'Edit' ๐Ÿ“ icon to the right of their name.

  • Scroll down to the โ€˜Securityโ€™ section, ensure the chosen permission level is correct in the dropdown and tick any optional features you want them to have access to.

  • When youโ€™re ready, click โ€˜Saveโ€™.

If you are a Level 4 user, you will have some opt-in security features in your own settings, which you can enable if you need to be able to see these on your account.

  • For all practices: Hide stats on the dashboard?

  • For UK NHS practices: Can submit NHS claims?

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