Functionality reserved for the practitioners

How to consult the accesses of the users of the DMS?

User accesses to DMS are accessible in the "Settings" section and then "Visibility by user".

If you want to view a user's access, you can :

• Filter by: 
  • Company: display users of the selected company
  • User type: display users who are of the selected type(s), i.e. practitioner, administrator and standard client
  • Business Profile: display users who have the selected business profile(s) (list)
  • Customized access: display users with custom access
• Search by first or last name
• Then click on the line matching to the name

If the checkbox:

• is unchecked then the user does not have access to the document type
• has a vertical line then the user only has access to confidential document(s)
• is checked then the user has access to all documents related to this type of document
  • for a practitioner, all documents with no restriction
  • for a client, all non-confidential documents and confidential documents to which he is authorized

How to modify an access for a user?

It is possible to modify an access for a user on a customer file and thus create a so-called "customized" access:

• Select the user
• Select the checkbox corresponding to the type of document to which you want the user to have access
• Or uncheck the checkbox corresponding to the type of document to which you do not want the user to have access

The "customized access" chip is then displayed on the user.

How do I delete a custom access for a user?

To delete a customized access, you must :

• Select the user
• Click on "Restore default access"

The user will then have access to the DMS again according to his/her business profile(s).