Set up

Setting up an application is the process of installing, configuring, and customizing software or systems to ensure they work as intended. It involves tailoring the application to specific needs, setting user permissions, and preparing it for use, ensuring a smooth and effective operation.

Note: All Fields marked with * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing.

User Login

The User Login on the top right corner of the software contains the following features:

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My Profiles

The user can update the Profile information under My Profiles option. Update the required fields, upload the Profile image and click Save option.

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Roles & Permissions 

The user can give permissions to the respective Role of the Employee. Select and Role and choose the permission to be given for the Role.

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Editing the Role

The Role of the Employee can also be edited by using the option Edit in the Selected Role.

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Roles and Permissions - Web Permissions Configuration

For Web Permissions Configuration, Select the Role and Click Web Permissions under Permissions Tab.

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Dashboard -  The Dashboard permissions includes the feature to view all the Information in the Dashboard screen. The user can check the required permission to be given for the particular role in the Dashboard Permission under Roles and Permissions Tab in the application.

 

The selected Role have access to view only the permissions that has been selected in the checkbox.

 


 

 

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Employee - This feature shows the list of permissions that can be given for the particular role in accessing the application. The user can check the roles to only view, Add/ update the data in the application and also to delete the information in the application.


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Patient - This feature shows the list of permissions that can be given for the particular role in accessing the application. The user can check the roles to only view, Add/ update the data in the application and also to delete the information in the application.

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Masters - Settings -  Settings in software refer to configurable options that allow users to customize various aspects of the application to suit their preferences or requirements. The access for list of features under Settings in the application can be given by using the option Masters in the Roles and Permissions. The user can check the roles to only view, Add/ update the data in the application and also to delete the information in the application.

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