Analytics provides you with the option to limit access to each feature on a user by user basis. You can grant full, limited or no access.
Need to add a new team member from scratch? Follow along with our step-by-step guide here!
Set Permissions in the User Profile
Note: If you do not have Settings permissions you will not have access to add or edit existing user permissions. If this is the case, refer to a team member who does have access to enable permissions for you or complete the task using their log in.
Access Settings by clicking the gear icon in the upper right hand corner
Select Team Management
Note: If you do not see Settings or Team Management as an option, this means you do not have permissions to edit Settings. Reach out to your admin team member to make the needed changes.
Click into the user whose permissions need to be adjusted
Select the Permissions tab
To enable Admin Access select the Toggle Button
Click the Drop Down menu next to the Feature and select access type (Full Limited or None)
When done, click Save
Note for multi-location users: If the user you are editing has access to more than one location, be sure to select all locations that the settings should be applied to.
Permission Levels
Refer to the definitions below to learn more about the available permissions and access levels.
Analytics Feature | Full Access | Limited Access | No Access |
Dashboards | Can view Performance Board, Collections Board, Provider Pulse, Profitability Formula, ability export patient data, and *DSO Dashboards (*if a DSO). | Can view Performance Board, Collections Board, Provider Pulse, and *DSO Dashboards (*if a DSO), cannot view Profitability formula, cannot export patient data. | Cannot view Performance Board, Collection Board, Provider Pulse, Profitability Formula, DSO reports, and limit production number view on the Morning Huddle. |
Patients | Can view the patient finder, patient card, create follow ups, export patient data, and send appointment requests through LocalMed Online Scheduling | Can view the Patient Finder, Patient Card, and create Follow Ups. | Does not have access to the Patient Finder tool. |
Follow Up Tasks | Can view and complete Follow Ups and view Follow Ups performance. |
| Does not have access to Follow Ups Tasks. |
DI Payments | Can view payments dashboard, export patient data, send payments requests, and update ledger. | Can view Payments Dashboard. | Does not have access to Payments Dashboard. |
Analytics Settings | Can edit all settings. | Can edit Treatment Teams and Clinical Hours. | Does not have access to Settings. |
Morning Huddle | Can edit metrics and operatories. | Can edit operatories. | Cannot view the Morning Huddle Dashboard. |
Schedules | Can view provider schedules. |
| Cannot view provider's schedules. |
Reports | Can view and receive emails for daily, weekly, and monthly reports. |
| Cannot view or receive reports. |
Mobile App | Can access all data on mobile app (metrics, analytics, KPIs, provider schedules). |
| Cannot login to the mobile app. |
A note about Admin Access
Admin access gives the user all permissions, and allows them to make changes to practice settings as well as edit the permissions of others.
Monitor Permissions in the Team Member Access Page
Access Settings by clicking on the gear icon in the upper right hand corner
Select the Team Member Access option
Note: If you do not see Settings or Team Member Access as an option, this means you do not have permissions to edit Settings. Reach out to your admin team member to make the needed changes.
Select into the feature you want to grant team member access to
Click the drop down menu next to the team member's name
Select from the available permission options
Click Save
How to Deactivate a User
Need to deactivate a user who longer needs access to Analytics? No problem!
Click on the settings gear in the upper right corner of Analytics, then click Team Management
Click on the team member name that needs to be deactivated
In the Profile section of their account, click on the Deactivate button in the lower left corner
Note for multi-location users: If the user you are deactivating has access to more than one location, be sure to select all locations that they should be removed from.