Think of a Group as being very similar to a department within the clinic. For example, there is commonly a clinical user group and a front office user group. Within each of these groups, there are, typically, different Roles. For instance, in your clinical group, you may have an R.N. and a clinical assistant. In your front office group, you may have a main scheduler and a check-In person. So, the individuals in a Group  can serve different Roles.

A Group could also refer to different clinics in a multi-clinic installation. SOAPware has a default Administrator Group that cannot be edited.

Make a list of  the members of your clinic staff and sort into the relevant groups. Then sort further by defining the roles. Use this sorted list of Groups and Roles to define access rights for each individual that is based upon what they have in common to each Group  and Role. It is easy to add users to groups/roles, and they will immediately inherit the security rights that have been set for the group or role.

SOAPware, at installation, includes some  users roles with pre-set security rights common to most clinics. These are completely customizable, and can be edited and changed in any fashion or even deleted.  Note: Users must be created first and then assigned a Role

Clicking on the plus sign next to the Role will begin to expand the areas in SOAPware that Security needs to be enabled.  

Clicking on specific area will display what can be designated as permission given (green check)  or permission denied (red X).

Adding a Group or a Role is basically the same. Click on the Groups List item. Click the Create Group button (green +), and Type a Group Name (i.e. Clinical) and Description. (i. e. Clinical Staff). Click OK.

The new Group name should appear in the item list on the left (i.e. under the Administrator list item). Name of the new group to see the group settings.There will be two tabs displayed in the window to the right. The first tab, General, will show the Name and Description you set up for the group. The second tab, User Members, is where you will assign users to this group.

To add users to the group, Click the User Members tab, and Click the Name checkboxes for the users to include. To set the group's shared security settings, navigate down the list of categories, and Click the + signs to expand the security items needing action. Follow the same instructions (above) to add a Role. Click the Roles  list item to get started.

To change security privileges for groups and roles, Click the plus sign to the left of the group. This will expand all of the security areas for this group. From here, you can Click on the areas you wish to edit and use the window on the right to customize the security settings. A green check mark indicates the user will have access, a red X indicates the user will not have access and an empty box indicates that the setting will default to the user's individual rights.