user roles

New Security Right for Schedule Templates

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Released 6/11/25 Previously, managing the scheduling templates required the “Manage Location Information” security right. Now, only the “View and Edit Schedule Templates” security right is required. Note: By default, this right is granted to any pre-populated user roles (such as Administrator, Front Office, Office Manager, and Billing Coordinator) and to any user role that already … Read more

Assigning Roles for Multiple Locations

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Released 4/16/25 You can now quickly assign a user’s role for multiple locations at one time when you are adding or editing a user account. Previously, you had to assign a role one location at a time. To quickly assign a user account’s access to multiple locations at once 1. On the Settings menu, select … Read more