Set up security groups
Set up security groups
In Bridge-IT sensitive areas of data can have access limited. Access is provided/withheld for these areas by using security groups.
To manage security groups:
Click Security in the left Navigation pane.
You will be presented with the Security Administration dialog.
The top-left panel displays the security groups that have been created (by default, only Administrator).
The top-right panel displays all of the possible tasks that members of a security group can be given access to.
To allow a group to perform a task, drag the task from the top-right "Tasks" panel and drop it on to the group.
Clicking the + symbol left of the security group expands the group, so you can see the tasks currently assigned to it.
Click Add Group below the top-left panel, to add a new security group.
You should create new security groups for each type of staff member that you have; limiting sensitive functions only to those who require the feature.
An example set of security groups and some data they could be assigned:
- Administrator - All Access
- Accounts - Access to financial data
- Dentists - Access to patient data, including NHS claims data
- Reception - Access to the appointment diary and patient records
- Management - Access to reporting and staff management functions
The bottom panel lists the practice staff members and displays their security group.
An empty security group would mean the staff member could not access any feature within Bridge-IT, so be sure to assign everyone a security group.
When you are finished amending your security groups, click Save and Close to finish.
Assign staff members to a security group:
Security groups are assigned in the Staff Members Editor.
Click Staff Members in the left Navigation pane.
Double-click on a staff member to edit their settings.
Switch to the Access tab.
Under Security Group Access, use the drop-down to select the Security Group from the list you created earlier.
The next time this staff member logs in they will have access to the functions provided to the security group you selected.
Below is a breakdown of each Security Task, and their effects.
Note: Certain Security Tasks are only useful when combined with others. For example, allowing the Block Future Appointments with Patient task is only useful if the security group also has access to the patient record (in order tick the box and use the feature)!
The security tasks have been grouped into "spoiler" sections to make finding specific ones easier. To view a task, expand a section and click on the task.