Configure User Settings

Select Configure > User Settings:

Open

A User Settings window displays, with the current (logged in) user pre-selected. Configure the options in the User Settings window:

(Remember to click the Save button (or press CTRL-S ) to save the User File record when you have finished making changes

Open

Code

To view existing users, use the selector buttons to locate the user’s code.

To add a new user, click the +1 button , to open the Add User window.

Click in the Code field and enter a code. Any short code (up to 10 alphanumeric characters) may be entered - usually the user’s first name or initials.

See https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1035665727/Add+a+New+User+or+Provider?search_id=59bea3e0-4aaf-4647-b62c-84031011f48a for more.

Password

Click in the Password field and enter a password (something the user will remember).
If a user attempts to log in with the incorrect password an error message will display.

Alternatively, you can leave the password blank, but tick the "User must change password..." box, to let the user set their own password the first time they log on.
You can also leave this blank and click ‘Password never expires’, which will mean no password is required, but this is not recommended

Security Group

Click in the Security Group field and use the selectors to specify the Security Group for this user

Copy Profile

Optionally copy another user's settings to this user.

Administrator

If the selected user is an Administrator, place a check in the box, which will give the user full administrative security rights (access to all system functions).

If a dentist is also to be an administrator, it is often advisable to give them two user logons: one for day-to-day use with dentist privileges, and the other for administrative use.

Customers using an SOEConnect related feature such as Payment Sense, eDental, eOrtho etc will be required to manage their password via SOEConnect.
If you need to reset your password click “forgot password” on the exact login screen. Then enter the email address linked to your account to get a password reset link emailed to you.

If you need to change yor email linked to your account ask your SOEConnect admin user (usually practice manager) to login and change it for you by visiting https://PRACTICEID.SOECONNECT.NET (replace PRACTICEID with your unique ID example = UKABC01)

User must change password at next login

Tick this checkbox for a new user (or one who has forgotten their password), to allow them to select a new password for themselves the next time they log on to EXACT. You can either assign them a password in the Password field above, and tell them what it is, or leave it blank. Either way, they must set a password next time they access EXACT.

User cannot change password

Tick this option if for some reason passwords are to intended to be permanent, and/or are set by the administrator. Whatever password is set in the Password field above will be the user’s password until this option is un-checked or the password is changed using this window.

Password never expires

This option offers the lowest level of security, particularly if the Password field is left blank.

The password will always be the same for the current user, unless it is changed in this window.

If this option is ticked, the option below is inoperative.

User must change password every [ ] days

This option offers the highest level of security, particularly if the number of days is set very low (which can also be irritating for the user).

You can use this with the other options un-checked, or check the User must change password at next login option when setting up new users

Workspace items Setup

The Workspace Items setup button configures the menu options across the top of the screen:

Click the Setup button to customise the workspace for the user – add, remove, and order the option buttons displayed. This will open the Customise Workspace window.

Multi ApptBook Tabs

This configures which tabs your user account sees when using the multi column appointment book.

Move the items to the right hand section to make them visible for your user.

Charting Tabs Setup

Balance Flashing: If this checkbox is ticked, the patient's outstanding account balance in the toolbar at the top will flash to draw attention to it.

'Stop Credit' Alert Flashing: Leave this box checked to cause the financial alert icon shown below to flash at the top of a patient’s details view, if the patient has a financial alert registered in their record.

Show Treatment History in Notes Tab: If required, check this box to add a pane to the Notes tab, showing the services that have been provided to the patient.

Show guru link button: Show the button for (optional) https://soeidental.atlassian.net/wiki/spaces/PHS/pages/302187070 module.