Follow these steps to give a NetStaff CS user access to applications in the Virtual Office CS environment.
- In the Admin tab of the navigation pane, click the Users link in the NetStaff CS section.
Note: If you don’t see this link, you don’t have access to this area.
- In the Users list, enter any part of the user’s name or login in the Find field to locate the user and click the user’s name. The information for the user displays on the right.
Tip: Delete the entry from the Find field to view the full list of the clients.
- In the Permissions section, click the Enable button for Virtual Office CS.
- In the Applications list, mark the checkboxes for the applications this user will access through Virtual Office CS, and clear the checkboxes for the applications this user no longer needs to access.
Note: If the NetStaff CS user has access to Virtual Office CS applications through group permissions, the rows for those applications are grayed. To remove the user’s access to those modules, you must remove the user from the group or remove the group’s access to the applications.
- Click Enter.
The next time the NetStaff CS user logs in to his portal, he will have access to the applications through the Virtual Office CS screen.
Note: If you gave this NetStaff CS user access to Mobile CS Link, the user needs to create the "datasets" that enable NetStaff CS users to view Practice CS data through the Mobile CS app on their mobile devices. The steps required to create the datasets are outlined in the "Setting Up and Using Mobile CS" chapter of the Mobile CS Link Getting Started guide.