This article will talk you through how to set up different staff logins and grant/deny them access to different areas of Aesthetic Nurse Software.
By creating a staff log in this allows someone to have their own login details for your account. You are able to set the preferences for this account allowing them to see different areas of the software depending on why they have this login.
To learn how to set up access levels, watch our short video below. Alternatively, follow our simple steps.
Setting Up A Staff Login
The first thing you will need to do is set up the members of staff with their own email address login and password.
Step 1 :
From the main menu, select to enter settings.
Step 2 :
Once in settings, head to the staff login section under the heading people.
Step 3 :
Then to create a new staff member select the add new staff login button.
Step 4 :
You will then need to enter the name of the staff member and the email address you would like to link to the account.
Step 5 :
Once saved, your staff member will be sent a password creation link where they can create a password for the software to allow them access.
Adding Practitioner Access Levels
Once you have created your staff login, you will then be able to add their practitioner access levels to the software. This will depend on if you would like them to have access to all patient records or just patients they have seen.
Step 6 :
Next to your staff login, you first will need to click the pencil icon.
Step 7 :
The first section you will see, enables you to link the practitioner associated with this staff login.
If you are setting up access for a receptionist, you will be able to leave this section blank as you will want them to have access to all practitioners.
Step 8 :
The next section, if you have selected practitioners, will allow you to determine if the practitioner has access to just their patient records or if they have access to all patient records on the account.
Step 9 :
The final box, if ticked shows only the linked practitioners appointments in the diary, if left unticked then the diary will show all practitioners and patients depending on the patient preference selected above.
Software Access Levels
The final section will allow you to select which areas of the software you would like this staff login to have access to.
Step 10 :
You will just need to make your way through this section and tick the relevant area you would like the login to have access to.
Step 11 :
Next to the diary section and prescriptions you have a cog icon to select individual features within this section. Then once happy, hit save.
For further information about our staff login section, visit our additional guides.
Additionally, to help you fully utilise and understadn your Aesthetic Nurse Software, we do offer 1-1 support zoom calls which can be booked here : Book a zoom call