DESCRIPTION

This article is written with step-by-step Instructions to Update/Add/Remove Dashboard Widgets for a User.

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

STEPS TO FOLLOW

PART A | Check the Dashboard Widgets permission 

PART B | To Add Widget for a User

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Security User Permissions (SECURITY/USERS) program 
3. Select the required User
4. Click on Permission button
5. Click on Grant button for the required Widget
6. Permission appears in Permissions area
7. Widget will appear in Dashboard

PART C | To Remove Widget for a User

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Security User Permissions (SECURITY/USERS) program 
3. Select the required User
4. Click on Permissions tab (bottom part)
5. Click on Revoke button for the required Widget
6. Permission will be remove from Permissions area
7. Widget will not appear in Dashboard

NOTE: Once Permissions are updated, request User to Log out and Log back into Open Practice

*** 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

Related Articles:

1. OP Security User Permissions: How to Add/Grant Permission for a Specific Group or a User

2. OP Security Permission Groups: How to Create Group permission for Users

3. OP Program Security Level: How to restrict a User to View/Edit/Update/Delete a task from any OP Program