System and user admin

Your system will have been set up during implementation, but there are various settings that can be changed when needed. In addition, you can apply security settings to system users to restrict the data and functions that can be used. The key areas are listed below:

System admin

• Create attributes

• Create/maintain news items

• Maintain analysis codes

• Set up categories

• Maintain services

• Maintain global/firm diary entries

• Set system options

• View sent messages

User admin

• Reset a user's password

• Create permission groups

• Manage user permissions

• Assign staff permissions to clients