User Setup

Why Use This Function:

Setting up a user in GoodX Web enables the practice to tailor the system precisely to each user's unique requirements, taking into account their specific role within the practice. By configuring the software to the user's specific needs, the practice can grant access to relevant features, tools, and information essential to the user's role. User Setup enables management of specific permissions and restrictions to ensure data security. By assigning permissions based on user roles, the practice can maintain POPIA compliance, reducing the risk of unauthorised access or data breaches.

Each user will have unique login credentials associated with their profile on GoodX Web. These login credentials are used to gain access to the system and authenticate the user's identity. The practice sets up individual users to facilitate the audit trail process, with every action or transaction linked to their specific username.

💡Please Note: Users will initially be created and set up by GoodX staff during the installation process. 

The Contents of This User Manual:

• User Details
  • Duplicate Privileges
  • Built-in Privilege Groups
  • Privileges List
  • User Information
  • Edit User
  • Privileges
  • Disable User
  • Enable User
  • Add New User
  • Privilege Groups
  • User Entity Privilege Links

• This user manual will start on the Settings screen. 

• • For navigation guidance, see How to Navigate the Settings Screen

• Click on the Entity Setup tab.

• Click on the User Setup panel.

• The User Setup panel will expand.

 

User Information

Details associated with the user profile on the GoodX system.

• This screen is divided into columns. 

• • Username: A unique identifier assigned to a user. When paired with a password or other authentication credentials, it verifies the user's identity and grants access to their GoodX system profile.
  • Name: The user's first name.
  • Surname: The user's last name.
  • Cell No: The user's mobile number.

 

Edit User

Allows you to make changes to a user who has been set up.

• Click the Edit button next to the user you want to change.

• The Add/Edit New User screen will open for the corresponding user.

 

User Details

• Username: A unique identifier assigned to a user. 
  • This field is locked after completing setup and cannot be edited.
• Name: The first name of the user associated with this profile.
• Surname: The last name of the user associated with this profile.
• Cellphone Number: The contact number of the user associated with this profile. 

• Click the Duplicate User Settings From User drop-down menu to select a user who has already been set up.

💡Please Note: Duplicated settings are applied from the selected user to the currently edited profile. Duplicating user settings streamlines the onboarding process and maintains consistency, ensuring that all users with the same roles have access to the same features.

• Click the Duplicate User Entity Settings From User drop-down menu to select a user who has already been set up.

 

Privileges

Permissions or rights granted to a user within the GoodX system. These privileges determine which actions a user can perform, which resources can be accessed, and which areas of the system can be used.

💡Please Note: Each role in the practice will have different access, depending on their responsibilities. For information, see User Privileges.

 

Duplicate Privileges

• Click the Select a User drop-down menu, and choose the user whose privileges you want to duplicate to the current user.

• Click the Duplicate Privileges from User button to copy all privileges from the selected user. You will now have exactly the same privileges as the user from which the privileges were duplicated.

• Click Clear All to remove any previously added privileges.

💡Please Note: Clearing the information cannot be undone.

 

Built-in Privilege Groups

• Tick the Checkbox corresponding to the user type that best suits the profile you are editing.

💡Please Note: Once a Built-in Privilege Group has been selected, all the relevant privileges will be suggested in the Inherited From Role column. These Privilege Groups have been carefully researched, and the privileges have been set to best suit the user's role. Selections can be made as you see fit. More than one Built-in Privilege Group can be selected for a user who fulfils multiple roles in the practice.

 

Custom Privilege Groups

If you create a custom privilege group, you are able to select the privilege groups in this section. 

💡Please Note: The section will be blank until a new custom privilege is created. For details, see How to Create a New Custom Privilege Group.

 

Privileges List

• Click on the Search Privileges field to search for a specific privilege.

💡Please Note: The list will shorten as you type. More information will yield more specific results.

• Tick or untick the checkbox for the desired user privilege, to enable or disable it. 

• For details, see User Privileges.

💡Please Note: Using built-in privilege groups will indicate suggested privileges.

• Click on the OK button; the Add/Edit New User screen will close and return to the Settings screen.

 

Disable User

Allows you to temporarily revoke a user's access and permissions. When a user is disabled, their account remains in the system, but they can no longer log in, access resources, or perform any account-related actions.

• Click on the Disable User button.

• The user's profile will now be disabled, and their name will be greyed out.

Enable User 

Allows you to restore a previously disabled user's access and permissions, enabling them to log in, access resources, and perform actions as before their account was disabled.

• Click on the Enable User button.

• The user will now be enabled once again.

 

Add New User 

Allows you to create a new user profile.

• Click Add New User to create a new user profile in the system.

• The Add/Edit New User screen will open. 
  • You are now able to complete all of the required fields. 

 

💡Please Note: See the Edit User section of this user manual for detailed information about each field.

• Click OK to save the changes. 

 

 

Privilege Groups

The Privilege Group List allows you to view and manage custom privilege groups configured for your practice.

• Click Privilege Groups to access a Custom Privilege Group list.

• The Privilege Group List screen will open.

• For details, see Privilege Group List: Navigation and Use.

 

User Entity Privilege Links

The user Entity Privilege Link list allows you to view the specific privileges and access levels linked to a user or a group of users within your practice.

• Click User Entity Privilege Links.

• The User Entity Privilege Link List screen will open.

• For details, see User Entity Privilege Links: Navigation and Use.

• Click Save to finalise changes.