This user management experience is part of the Engagement Module. If you're interested in learning more about Engagement, CLICK HERE to request a demo!

Dental Intelligence makes it easy to set up each account user with access to the features they use, as well as restrict access to the features they don't. You can customize user access feature by feature, create your own permissions presets, or apply one of our default presets.

Default Preset Permission Levels

When setting up a new user in Dental Intelligence, you can select a default preset permission level to quickly set up access:

Regular Access: This preset will be ideal for a regular team member performing daily tasks across different sections of the Dental Intelligence portal but unable to change settings or manage users.
Admin Access: This preset will be ideal for a user who is meant to have full control over the Dental Intelligence portal. It sets all permissions to Edit. Admin will be able to change settings and manage users. Organization Admins are set up with Admin access by default.
Viewer Access: This preset is for users that are not allowed to perform any advanced actions or change any settings within the Dental Intelligence Portal.

Choosing a default permissions preset will automatically set access levels to Dental Intelligence features as follows:

	Regular Access	Admin Access	Viewer Access
Personal Assistant	Full	Full	Limited
Schedule LiveOps Scheduling Center Action Items Performance Configuration	Full	Full	Limited
Patients Patient Finder Patient Chat Rewards	Full	Full	Limited
Marketing Email Campaigns Email Templates Swell	Full	Full	Limited
Communication	Limited	Full	Limited
Revenue Cycle	Payments: Limited Eligibility: Full	Full	Limited
Follow Ups TouchPoints Team Tasks (Beta)	Limited	Full	Limited
Profitability Formula	Full	Full	Full
Settings	Services: Full Practice Setup: Limited Org Setup: Limited Forms: Limited Consents: Limited Templates: Limited Verbiage: Limited Users: Limited Voicemail Credits: Limited Billing: Limited Partners: Limited About: Full	Full	Services: Full Practice Setup: Limited Org Setup: None Forms: Limited Consents: Limited Templates: Limited Verbiage: Limited Users: Limited Voicemail Credits: Limited Billing: None Partners: Limited About: Full

Important things to note when setting access levels:

If Regular access is selected, but all permissions levels are set to 'Full', the user will be updated to have Admin access.
If Admin access is selected, but any permissions levels are set to 'Limited', the user will be updated to have Regular access.
Setting any level to 'None' will prevent the Dental Intelligence user from seeing the feature entirely in Dental Intelligence.

Create Custom Permissions Presets

If you'd rather create your own permissions presets instead of choosing a default option, you can do so in Settings > Practice Setup > Permissions Presets.

To get started:

Click on the settings gear in the upper right corner, then click on the Practice Setup tab
Click on the Permissions Presets section
By default, Dental Intelligence has the following standard preset levels already set up: Admin, Regular, Viewer
To create a custom preset, click on the blue Create Preset button
Next, make the following selections:
1. Name the preset
2. Provide a brief preset description (optional)
3. Click on the dropdown of each feature to set the access level for the preset (Full, Limited, or None)
When finished, click Create

Your customized preset will now show on the Permissions Presets dropdown when creating or editing user profiles in Dental Intelligence.

Limited Actions by Feature

If a user has the 'Limited' access level selected for a particular feature, they will only be able to perform certain actions within that feature. Here's a breakdown of everything a user with Limited access can and cannot do in Dental Intelligence:

Feature	'Limited' Capabilities	'Limited' Unavailable Actions
Personal Assistant	can expand Show Details can Download can Preview can click the message and mark as read can filter and search messages	can’t 'Mark All' can’t use checkboxes on message
LiveOps	can move patients can click to view the whole day can search and switch days can use 3-dot menu on the patient and call help can change visible provider can call for help in the seated area	can’t schedule appointments can’t create appointments can’t confirm appointments can’t go to Settings can’t clear the checkout area
Patient Finder	can use and save filters can interact with tags can update patient data can use bulk actions (except deleting patients) can use actions on Patient Cards (add notes, prepare documents, send to PMS) can update info on icon statuses (like MEDICAL UPDATE DUE, etc)	can’t delete filters can’t create or delete unlinked patients (individually or in bulk) can’t update section Settings in Patient Card
Patient Chat	can filter by assignment can search patients can use 3-dot menu	can’t send messages to the patient can’t send direct messages in 3-dot menu can’t send direct messages from Bulk Actions can’t assign a user to the patient can’t mark message as read
Online Scheduling Action Items Performance Dashboard Configuration	can trigger “Sync Availability” in Settings can search patients, use filters, bulk actions in Action Items dashboard can create, delete or edit patient in Action Items/ASAP list can interact with the Performance page (‘select practice’ depends on if user has access to other practices) can see details of practice-lever service can see ‘Widget preview’ and ‘Details’ on widgets can copy URL from URL's list can copy the custom link from the custom scheduling list can use 3-dot menu on patient and search in Blocklist can send invite to schedule	can't change any settings (delete, hide, edit, create) can’t create appointment in Inbox can’t cancel reservation in Inbox
Email Campaigns Email Templates	can create a campaign in the Campaigns section can create a campaign from any template can preview templates can send email campaigns through 3-dot menu can send email campaigns in bulk actions from Patients dashboard can edit the content of the campaign when scheduled or draft can copy as draft (for new campaigns) can see details of the campaign (for new campaigns) can see the target recipients of the campaign can see details of the Campaign or Template (in Campaigns and Templates section) can use filters on the campaigns list	can’t cancel a campaign can’t copy templates in My Templates and Templates Gallery (for new campaigns) can’t delete/edit settings/edit template/copy in My Templates (for new campaigns) can’t edit or delete categories in My Templates
Eligibility	can trigger “Verify all” on the Eligibility page can trigger a single verification on the Eligibility page can trigger a single verification on Patient Card can use filters on the list can Download reports on list and at the Patient’s Card	can’t set up automation
Rewards	Page is visible in Dental Intelligence	Can’t claim and submit reward
Profitability Formula	Page is visible in Dental Intelligence
Swell	Page is visible in Dental Intelligence
Payments	Deposits Tab: user will have a Full access can send payment requests through 3-dot menu (via request, virtual terminal, physical terminal, payment plan) can send payment requests in quick actions on Patient Card (via request, virtual terminal, physical terminal, payment plan)	Transactions Tab: can’t use the "Actions" button on a transactions line item (this includes things related to posting to ledger and refunding) can’t 'Post to ledger 'in Inbox can't use 'Collect Payment' button Payment Requests Tab: can't use the "Actions" button to cancel a payment request Accounts Receivable Tab: can’t send bulk payment requests can’t snooze or unsnooze patients Payment Plans Tab: can’t use the "Actions" button (this includes cancelling a plan, activating)
Follow Ups TouchPoints Team Tasks (Beta)	Page is visible in dashboard	can't set up TouchPoints can't perform any actions on Tasks
Communication	can use filters can see target recipients	Can’t cancel scheduled communication
Settings	Services tab: the page will be visible; can copy and open links ('View status link') Practice Setup tab: the page will be visible Forms tab: the page will be visible can preview form can change language in the language drop-down Consents tab: the page will be visible can preview form can change language in the language drop-down Templates tab: the page will be visible can preview templates (all types) can see archived templates can do everything in the Social media section Verbiage tab: the page will be visible can see a verbiage preview (expand verbiage category) Users tab: the page will be visible can user filters and search Billing tab: the page will be visible Partners tab: the page will be visible About tab: the page will be visible Organization Setup tab: the page will be visible	Practice Setup tab: can't make changes Forms tab: can’t change anything Consents tab: can’t change anything Templates tab: can’t create new templates can’t copy templates from the Dental Intelligence library can’t edit templates in Custom can’t archive templates Verbiage tab: can’t change anything can’t change Global Settings Users tab: can’t change anything can’t create or edit user can’t view device list and can’t approve device Billing tab: can’t change anything can’t buy Credits Partners tab: can’t change anything About tab: can't change anything Organization Setup tab: can't copy practice settings

The Dental Intelligence Mobile App for Staff

Bulk Actions

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Why can't I access certain dashboards or actions in Dental Intelligence?

Manual Communication FAQs

User Permissions and Access Levels

Default Preset Permission Levels

Create Custom Permissions Presets

Limited Actions by Feature