v5.17 Release Notes

v5.17 Release Notes

Overview

This KB article includes the new features released in ICANotes+ version v5.17. 

 

Permission to Access Practice Settings 

Administrators now have the capability to grant practice users access to the Settings option in the left sidebar and allow them to manage the Account Management tab. When creating or updating a role in Roles & Permissions, you'll find the highlighted options in the screen below to assign permissions for:

 

  • Access Settings on Left Sidebar
  • Access & Manage Account Management Tab

 

 

 

Access Settings on Left Sidebar: To grant users access to the Settings option in the left sidebar, select this checkbox. If left unchecked, users with this role won't be able to see the Settings option.

 
 
Access & Manage Account Management Tab: Select this checkbox to enable the users access the highlighted Account Management tab, granting them permission to both access and manage it.

 

 

If you do not select the 'Access & Manage Account Management Tab' checkbox, users assigned this role will encounter an error, as displayed in the screenshot below, when attempting to access the Account Management tab.

 

 
Practice Logs for Roles & Permissions Feature

When administrators make modifications to roles and permissions, the system will now automatically log and display these updates in the Practice Logs section, as demonstrated in the screenshot below.

 

 

 

As you scroll down the right side of the page, you'll find the specific details of the changes made in roles and permissions for that role.

 

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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