DESCRIPTION

This article is written with step-by-step instructions to Grant Permission for a User to UPDATE or EDIT a Client / Creditor.

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

STEPS TO FOLLOW

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

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