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Each user belongs to a permission group that decides what they can see and do. Dentolize comes with ready-made groups such as Owners, Doctors, Reception, Nurses, Accountant, Inventory and Manager. Go to Settings → Permission Groups. Permission Groups

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➕ Create or edit a group

Click New Permission, or a group to edit it: Permission group editor
  1. Enter the Name, a Description and a Group Color.
  2. To start from an existing group, click Copy from Group.
  3. Go through the tabs on the left (Data, Patients, Settings, Inventory, Treasury, Analytics…) and tick the permissions:
    • View All: see all records. View Created/Assigned Only: see only records they created or are assigned to.
    • Add New, Edit, Delete / Disable / Merge. Edit and Delete need one of the View boxes first.
  4. Click Submit.
A few useful permissions on the Data tab:
  • Phone Numbers: untick to hide patients’ phone numbers.
  • Hide Operation Prices.
  • Allow only one day in dashboard range date.
  • Download Data and View patients for branches with access only.
Click Test on the groups list to try the system with a group’s permissions, then Reset Permissions to go back.
Saving a group logs out all its users. The Owners group has every permission and can’t be edited; adding a user to it asks for your password.