DESCRIPTION

This article is written with step-by-step Instructions to Add a New User in Open Practice software.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs

STEPS TO FOLLOW

PART A | Record New User's details in OP

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Person Maintenance (MAPERENT) program
3. Must add Person Code & Full Name 
4. Fill in all required fields (Must fill in all BOLD fields/instances)
5. Click on Time Keeping page (left hand side)
6. Fill in all required fields (Must fill in all BOLD fields/instances)
7. Click Green Tick ✅️ icon to Save and Clear

NOTE: Tick 'Is a Fee Earner' field (under Others part/at the bottom) to activate the user/person as a FE (if required)

Suggestion: Open an Existing User's Person Maintenance and compare the New User's record (if similar position)

PART B | Give OP Login access to the New User

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find User Logins & Passwords (SYSPWORD) program
3. Add the New User's Login Name
4. In Person instance/field: Find the New User's Name 
5. In Security Level field: Choose required level from drop-down button (for OP Program access)

6. Click on Green Tick ✅️ icon to Save and Clear

    

PART C | Check an Existing User's Roles-Permissions (if similar position)

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Security User Permissions (SECURITY/USERS) program
3. Find an Existing User (to match the Security Level) e.g. Existing User's Security Level is 9
4. Click on Role button (right-hand side)
5. Take screenshots of the LIST of the Roles

NOTE: Program Access Levels (SYSPROG) program shows the Security Level Access for any OP Program

PART D | Give required Roles-Permissions to the New User

1. Again in Security User Permissions (SECURITY/USERS) program
2. Find the New User
3. Click on Role button (right-hand side)
4. Click on the Grant button to the required Roles (check screenshot to match)

NOTE: Must create User Logins before giving roles permission

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com