How to restrict user access to a Location

Viewing Access and Billing Access can be restricted by Location, using configuration settings in both the Locations and Rooms Manager and the HMS Security Groups Manager.

Restricting Location Access

  1. To activate the restriction for a particular location, go to Admin > Locations and Rooms > Locations and Rooms Manager.
  2. Select a location and press Edit .
  3. Then, tick the 'Restrict Viewing Access to Location' and/or the 'Restrict Billing Access to Location' check-boxes.

Adding Location Permissions

  1. To then assign Viewing/Billing access to a particular user, navigate to Admin > Security > Security and Permissions.
  2. Select the correct user from the column on the left.
  3. Tick the 'Show Permissions' check-box.
  4. Select Add Location Permissions  to open up the Add Location Permissions screen.

  1. Update the Viewing and Billing Permissions for the location as required.
  2. Select Save.

HealthTrack will need to be restarted for any changes to Security & Permissions to take affect.

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