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Assign Location and Product Access to a User in DentalOS

Michael Satterfield
Updated

Quick Answer

The 'Assign access' step in DentalOS lets you choose which locations and products (Cloud 9 and Denticon) a user can access. DentalOS passes your selections to Cloud 9 and Denticon, which update the user's access automatically.

Applies To

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

Steps

  1. In the 'Add user' workflow, proceed to the 'Access' step. The 'Assign access' panel will open.

→ You will see: a list of organization groups and locations, with columns for 'Cloud 9' and 'Denticon'.

The Assign access step showing organization groups, locations, and Cloud 9 and Denticon checkboxes

  1. Use the 'Search groups or locations' box to find a specific location, or expand an organization group to see its locations. Each location shows its city and state.
  2. Select the 'Cloud 9' checkbox, the 'Denticon' checkbox, or both for each location you want the user to access. A location that is not set up in a product will have no checkbox for that product.
  3. To select every location within a group at once, select the checkbox next to the organization group name.
  4. To select every location for a single product at once, select the checkbox at the top of the 'Cloud 9' or 'Denticon' column. A partly filled box in that column means only some locations are selected.
  5. When you have finished making selections, select 'Send invite'. To go back and change user information, select 'Back'.

→ You will see: the 'Send invite' and 'Back' buttons at the bottom of the panel.

The bottom of the Assign access panel showing the Back and Send invite buttons

Access by Role

  • Users are assigned access at the individual location level, as described above.
  • Group Admins are assigned at the organization group level, not per location.
  • Super Admins skip this step entirely, because they automatically receive access to all locations and products.

To review a user's access later, see "Open a user's product settings from DentalOS".

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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