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Set up NetStaff CS

Modify user access to applications

Follow these steps to give a NetStaff CS user access to applications in the Virtual Office CS environment.
note
You can give NetStaff CS users access to this module at the group level.
  1. In the
    Admin
     tab of the navigation pane, select
    Users
     in the NetStaff CS section.
    note
    If
    Users
     isn't available, you don't have access to this area.
  2. In the Users list, enter any part of the user's name or login in the
    Find
     field, then select the user's name.
    tip
    Clear the
    Find
     field to display the full list of the clients.
  3. In the Permissions section, select
    Enable
     for Virtual Office CS.
  4. In the Applications list, mark the checkboxes for the applications the user will access through Virtual Office CS. Clear the checkboxes for the applications the 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'll need remove the user from the group or remove the group's access to the applications.
  5. Select
    Enter
    .
The next time the NetStaff CS user signs in to their portal, they will have access to the applications through the Virtual Office CS screen.
note
If you gave the NetStaff CS user access to Mobile CS Link, the user needs to create the datasets that let NetStaff CS users 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.

This article applies to:

  • Product: Virtual Office CS
  • Subject: Setup

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