Dental Software - DentiMax - Setting Up Security

Overview

Security in DentiMax is created and designed to protect your data from unauthorized access. The use of the security operation is defined by your practice and is applied to the open database within your practice. If you work with multiple databases, you must apply security in each database.

Security allows restricted levels of access to those areas of the program that the Security Supervisor designates. The supervisor has unlimited access and full control of security, while other users are restricted to varying degrees. Security setup also requires that the User List be set up before it is applied to the software.

We suggest that security be set up at a time when no one else is using the program. After security levels have been established, the program must be closed and opened again before the operation is activated. Until the operation is activated, any user can change or alter any information contained in the program.

Quick Steps

1.	Click Setup in the toolbar.

2.	Locate the Practice Information section of this screen and click Set up security.

3.	Starting with Patient Information, click the plus symbol to show the options for that portion of the program.

4.	Alter permissions as necessary.

5.	Open each security area of the program and assign security levels.

When finished, click Save or press F3.

Full Instructions

DentiMax security consists of five levels of program rights and/or access. Twenty-eight categories of the program are listed in the Security Setup screen.

Level 1 is for unlimited access and is designed to be used exclusively by the Supervisor or administrator to restrict access to the program. We recommend that Level 1 be assigned to the owner of the practice and/or the office manager only. This level needs to retain all rights to all areas of the program. Be careful that you do not remove any rights from Level 1.

Levels 2, 3, 4, and 5 can be user-defined – the Supervisor decides what fits in each level and assigns users accordingly. Frequently the higher the level number, the less rights are assigned to it.

To set up security levels, click Setup in the toolbar.

Locate the Practice Information section and click Set up security.

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To edit security rights, click the plus sign next to a category, such as Patient Information. The screen expands to show the available actions within that category and check boxes for each level of security.

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A check mark under a level heading means anyone with that level of security has the authority to perform that task or has access to that portion of the program. Revise the rights as necessary by clicking to add or remove check marks.

Applying Changes

The Security Setup screen can be accessed at any time and changes made. However, the program must be restarted before any changes become effective. Anyone working in the program at the time changes are made must exit and close the program, and then reopen the program before the new settings are applied.