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Set Up a New User's Permissions in Cloud 9

Michael Satterfield
Updated

Quick Answer

After you add a user in DentalOS and assign them to Cloud 9 locations, open Cloud 9 from DentalOS, find the employee in the Employees setup list, and set their permissions on the 'Login/Permissions' tab.

Applies To

Product: Cloud 9, DentalOS
Plan: All plans
Role: Admin

Before You Begin

  • The user must already be created in DentalOS and assigned to Cloud 9 locations before completing these steps.

Steps

  1. In DentalOS, select 'Users', open the three-dot menu for the user, and select 'View profile'.
  2. Open the 'Org & product access' tab and select 'Manage Cloud 9 settings'. You can also open Cloud 9 from the Launchpad.
  3. If Cloud 9 asks you to choose a schedule view, select a schedule and select 'Proceed'.

Cloud 9 schedule view prompt with a schedule dropdown and Proceed button

  1. In Cloud 9, go to 'Edit' > 'Setup', then select 'Employees' in the list on the left.
  2. Search for the employee by name. The new user appears with the type 'DentalOS User' and their DentalOS username in the 'Login' column.

Cloud 9 Employees setup list showing a DentalOS User entry with Login column

  1. Select the employee and select 'Edit'.
  2. On the 'Login/Permissions' tab, select the permissions the user needs. The 'Login Name' appears on this tab but cannot be edited there.

Edit Employee window open on the Login/Permissions tab with permission checkboxes

  1. Select 'Save'.

Expected Result

When complete, the employee record is saved with the selected permissions applied. The user can log in to Cloud 9 and access the features matching the permissions you selected.

Note: You create and delete users in DentalOS, not in Cloud 9. Use Cloud 9 only to set what each user can do.

Need More Help?

If these steps did not resolve your issue, contact Planet DDS Support and include the following:

  • Screenshot or screen recording of the issue
  • Your account name or Practice Group ID (PGID)
  • The exact error message text, if any
  • What you were doing when the issue occurred

See also "Configure product accounts for a new user" and "Set up a new user's permissions in Denticon".

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