1
Open the group
Go to Settings → Permission Groups and click the group, for example Doctors. To limit only some users, create a new group with Copy from Group.
2
Doctor: his own patients and income
On the Patients tab, tick View Created/Assigned Only (not View All) on Invoices, Payments and Medical History. He then sees only the records where he is the doctor. Search Patients → View Created Only limits searches to his own patients.
3
Reception: one day only
On the Data tab, tick Allow only one day in dashboard range date. The dashboard then shows one day, without the date picker. Don’t give View Total/Logs on Payments, or the limit doesn’t apply.
4
Only their branch
Tick View patients for branches with access only on the Data tab.
5
Click Submit
Users in the group are logged out and get the new limits when they log in again.
These limits don’t affect the Owners group, which always sees everything.
Still stuck?
Send us a message in System Chat inside Dentolize with a screenshot, and tell us which step didn’t work. Tip: next time, search this site first. Most answers take less than a minute.