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User refers to the short descriptive name for this user that will be used around LabManager. (eg. "TECH" or "SARAH"). Note that if you are using LabManager (cloud version) you should not change this field. Doing so may prevent access to your account.

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User Icon is the box beside User Name. You can click this and choose an icon to represent this user.

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Full Name should be the user's full name. (eg. "Dental Technician" or "Sarah Connor")

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Code will be used on reports and in on-screen lists where a shorter reference to the user is more convenient. (eg. "DT" or "SC")

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Password is used to log in to the system, coupled with the User Name. You will need to enter the same password into the Confirm box to confirm it's been entered correctly. 

Note that if you are using LabManager (cloud version) you should not change this field. Doing so may prevent access to your account. Cloud users wishing to change their password should use the "Forgot your password" link on the cloud login page.

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Control level determines a user's level of access to the Control Centre. Selecting "Setup Wizard only" will only allow this user access to those options listed under Setup Wizard. You can also select Advanced although the MANAGER user will always have the Advanced (Manager) control level. These levels will give the user access to that control level and below - so an Advanced user will have access to the Advanced and Setup Wizard pages of the Control Centre.

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Permissions and Usergroups are used to restrict or allow access to parts of the system for this user. You can add or remove permission levels using the green plus (+) and red minus (-) buttons to the right of the box. See the section below for further details for using this box.

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Home Tab position allows you to specify which box on the Main Form is highlighted when this user moves to a clear form.

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Look and Feel allows you to change the style of LabManager by choosing from a list of pre-designed templates. Templates can allow for different sized and coloured text and buttons and can be created within the Control Centre (under the Look and Feel category on the Advanced page)

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Signed by Technician lets you set the default "signed by" technician name to use when booking in/out jobs while signed in with this user account. 

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Patient entry lets you change the format used when ENTERING patient names on the job, for this user account. Usually you will leave this on the system default setting which can be controlled from Setup Wizard > Main Form. However, if you prefer a different order for the boxes when ENTERING the patient name, choose from the available options.

This is different to the way patient names are DISPLAYED. The display formats can be altered from Setup Wizard > Other Settings.

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Options allow you to streamline your work process by cutting out unwanted confirmation messages, or to prevent the TAB key from moving to boxes on the main form that you do not want to use. For example, by default you will be prompted to confirm Yes or No when you Book In a job but you can prevent that confirmation from happening, thus speeding up your procedures. You can add preferences using the green plus (+) button, and remove with the red minus (-) button. There's further notes below for all the available options.

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Active marks this user as enabled or disabled. If you mark this user as not active, they will not be able to log in to LabManager unless they are marked "Is Active" again.

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You can click any item in the list, then click on the Select button to add that permission to the user.

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You can multi-select by holding down the CTRL key on your keyboard then clicking on each permission you wish to add while still holding down the CTRL key. Click Select when you're done.

User Permission

Description

Data Backup

Allows the user to run a database backup or restore

Financial Reports

Allows the user to run all the reports in the Accounting and Sales categories, as well as financial operations on the Tools > Utilities menu

Payments Report

Allows the user to run the Accounting > Payments report, even if they don't have the full Financial Reports permission

Usergroup - Accounts

The user can use the Tools > Utilities > Change Prices by a Percentage tool

Usergroup - Technician

The user is considered a technician, and can be allocated to job items

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You can click any item in the list, then click on the Select button to add that option to the user.

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You can multi-select by holding down the CTRL key on your keyboard then clicking on each option you wish to add while still holding down the CTRL key. Click Select when you're done.

User Option

Description

Auto Confirm -

The user will no longer be prompted to confirm when they perform the selected action. For example, a user without the "Auto Confirm - Book In job" option would be prompted to confirm Yes or No when they book in a job

Clear form after -

The Main Form will always be cleared after the selected action.

Skip Next Tab position -

When using the Tab key on the keyboard on the Main Form, the highlight will always skip the selected position

Tab position after Edit Job -

After choosing to Edit a job, the highlight is moved to the selected position

Tab position after New Job -

After starting a new job, the highlight is moved to the selected position

Tab position after Select Customer -

After adding a customer to the Main Form, the highlight is moved to the selected position