Editing Staff Members

1. From the Tools menu choose User List. The Staff Lookup window appears.
2. Select the staff member you want to edit.
3. Click Edit. The User Details window appears.
4. Change the details on the Personal Details page.

5. Click the Systems Access tab page and make any changes on this page.

   The access rights are:

   No Access

   The user will not be able to access the program.

   View Only

   The user will be able to open the program and view information, but will not be able to add or amend any data.

   Modify Only

   The user can access the program and make changes to existing information, but can't add any new or delete existing records.

   Add and Modify

   The user can access the program, make changes to existing records and add new records, but does not have permission to delete data.

   Delete, Add and Modify

   This is full access for the user who will be able to add new records, make changes to existing records and delete records. Certain restricted functions will, however, still require the administrator password.

6. Click OK to save your changes.
7. Click Close to close the Staff Lookup window.

Note: If you change the Staff password and you use Sage Practice Solution, you may have to store the new password in Sage Practice Solution as well.
For information on how to do this, open the Sage Practice Solution help then use the table of contents to find the topic Practice Configuration > Program Credentials.