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Knowledgebase

Step by step guides, videos tutorials and technical information

Managing User/Group Settings (ODMS R7)

This guide details how to manage your user and group settings within the System Configuration Program.

  • This section goes through how to add users using Import from Active Directory. You can add users without using Active Directory Import by clicking on the Add button and enter the user details however, you must ensure that this matches their Windows user login.
  • Click on Workflow menu at the top.
  • In the left menu click on User and select User tab Click on Import from AD.
  • Type in the username in the search box and this will populate the list Select the user(s) in the list and click Add.

Managing Users and Groups   1

  • Once the user has been added it needs to be assigned a role by clicking on Edit.

Managing Users and Groups   2

  • Tick either Dictation Module, Transcription Module or File Downloader depending on what the user requires. Please note it is possible to select both Dictation Module and Transcription Module.
  • Then select the software version.
  • Click Save.

Managing Users and Groups   3

  • Once the Role has been assigned you will notice the user icon will change to green for Author or orange for Transcriptionist.

Managing Users and Groups   4

Creating a group can help manage users effectively by simply configuring the settings for the group which will be shared by all the users within the group.

  • Click on Workflow menu at the top
  • In the left menu click on User and select User Groups Click on Import from AD
  • Type in the group name in the search box and this will populate the list
  • Select the group(s) in the list and click Add

Managing Users and Groups   5

  • Once the group has been added its needs to be assigned a role by clicking on Edit.

Managing Users and Groups   6

  • Tick either Dictation Module, Transcription Module or File Downloader depending on what the group requires.
  • Then select the software version.
  • Click Save.

Managing Users and Groups   7

  • Once the Role has been assigned you will notice the group icon will change to green for Author or orange for Transcriptionist.

Managing Users and Groups   8

  • Now to add users to the group click on User Groups and click on User.
  • Click on Assign

Managing Users and Groups   9

  • This will bring up the list of users in the SCP, select the user(s) and click Add to User Group.

Managing Users and Groups   10

  • The user(s) will now appear in the group.

Managing Users and Groups   11

  • To configure a user or a group simply go to the User or User Groups menu
  • Click on Profiles and select a user or group profile.
  • Click on Edit Profile

Configuring groups   1

  • By default, all the software settings are locked as shown below, if you want users to change certain setting themselves then untick the box.

Configuring groups   2

  • If you don’t want users to have access to the software tabs you can untick the display options within the Viewable Options under the Management tab.

Configuring groups   3

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