MediSoft Read Only
Hi All,I want to install MediSoft on my clients computer and upload weekly so they can look at accounts - it would save alot of time answering phone calls. How do I install MediSoft as a read...
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Hi,When I install the software, I do I give them a user account with view only? Where is that step in the installation process?Thanks so much,Catherine
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Under File, select Security Setup, choose New & follow the questionaire. Then set them up to maybe level 4 or 5. Make sure that you understand the Security Permission Grid.Joey Hilario, CMBSLas...
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Joey,I have new used the Permission Grid - what should I do?Thanks so much,lCatherine
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Catherine,Go to Reports, Custom Reports Lists, look for Security Permission Grid under Report Title & print it. This report will look like a spreadsheet. It has different listing of operations on...
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