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. Refer to the article below to learn how to customize permissions.

Adding Permissions in the User Profile

Step by Step Instructions:

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 the Settings by hovering over your Initials in the bottom left hand corner of your screen
Select Team Management
1. 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

To learn how to add a new user, refer to this article.

Monitor Permissions in the Team Member Access Page

Step by Step Instructions:

Access the Settings by hovering over your Initials in the bottom left hand corner of your screen
Select the Team Member Access option
1. 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

Permission Definitions

Refer to the definitions below to learn more about the available permissions and access:

Admin Access

This gives the user all permissions, and allows them to make changes to practice settings as well as edit the permissions of others

Dashboards

Full: Can view Performance Board, Collections Board, Provider Pulse, Profitability Formula, ability export patient data, and *DSO Dashboards (*if a DSO)

Limited: Can view Performance Board, Collections Board, Provider Pulse, and *DSO Dashboards (*if a DSO), cannot view Profitability formula, cannot export patient data

None: Cannot view Performance Board, Collection Board, Provider Pulse, Profitability Formula, DSO reports, and limit production number view on the Morning Huddle

Patients

Full: Can view the patient finder, patient card, create follow ups, export patient data, and send appointment requests through LocalMed Online Scheduling

Limited: Can view the Patient Finder, Patient Card, and create Follow Ups

None: Does not have access to the Patient Finder tool

Follow Ups

Full: Can view and complete Follow Ups and view Follow Ups performance

None: Does not have access to Follow Ups

Payments

Full: Can view payments dashboard, export patient data, send payments requests, and update ledger

Limited: Can view Payments Dashboard

None: Does not have access to Payments Dashboard

Settings

Full: Can edit all settings

Limited: Can edit Treatment Teams and Clinical Hours

None: Does not have access to Settings

Morning Huddle

Full: Can edit metrics and operatories

Limited: Can edit operatories

None: Cannot view the Morning Huddle Dashboard

Schedules

Full: Can view provider schedules

None: Cannot view provider's schedules

Reports

Full: Can view and receive emails for daily, weekly, and monthly reports

None: Cannot view or receive reports

Mobile App

Full: Can access all data on mobile app (metrics, analytics, KPIs, provider schedules)

None: Cannot login to the mobile app.

Call Insight

Full: Access to the Call Insight Desktop App and Call Insight Stats

None: Does not have access to Call Insight