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Announcement
5 years ago

Company, Role, and User Preference Changes

TriMed Complete now offers 3 different levels of preferences. Clients can choose to use Company Preferences (NEW) which allows all users in the practice to use the same preferences and widgets, Role Preferences which allows different preferences and widgets per role, and User Preferences which allows each user to set their preferences own preferences and widgets. 

When using Company OR Role Preferences the Home Page widgets will now be edited within the Admin area instead of having to edit on a user on the front end and copying to a role.

When a practice is using Company OR Role Preferences, and a user is NOT set as a Special User then they will no longer have access to the User Preference menu or the ability to edit widgets on the home screen.