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Open a User's Product Settings from DentalOS

Michael Satterfield
Updated

Quick Answer

The 'Org & product access' tab in DentalOS shows which products and locations a user has, and lets you jump directly to that user's settings in Denticon or Cloud 9.

Applies To

Product: DentalOS, Denticon, Cloud 9
Plan: All plans
Role: All users

Steps

  1. Select 'Users' in the top navigation.
  2. Open the three-dot menu for the user and select 'View profile'.
  3. Select the 'Org & product access' tab.

The tab lists each organization group the user belongs to. Under each group it shows every product the user has and the locations they can access in that product.

The Org and product access tab for a user, showing Cloud 9 and Denticon products with their associated locations and Manage settings links

Go to the User in a Product

  1. Select 'Manage Cloud 9 settings' or 'Manage Denticon settings' next to the product you want to configure.
    → The product opens so you can set the user's permissions. If Cloud 9 asks which schedule to open, choose one and select 'Proceed'.

Add the User to Another Organization Group

  1. Select 'Add org group' at the bottom of the panel to give the user access in another organization group.

Note: The panel header shows the user's role and status, such as User and Invited.

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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

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