Permission Templates

Before you begin

Procedure

1. Select the staff member.
2. Click the Permission > Template drop down menu.
   
   
3. Select the role closest to the staff member's role at the Practice.
4. To grant further permissions, click in the check box alongside the description. To rescind a permission, click a previously granted permission (marked with a tick), which will clear it. Any change to the permission template will be regarded as customised, and reflect this in the permission template drop-down list
5. Click
   
   to confirm the permissions (revert to cancel).

Results