NextGen - What are the different acess level we have In VETport (user Group)?
1) Please click on the setup icon. Navigate to organisation then user groups.
Here, This page allows you to setup up innumerable user groups each with their own access levels. To add a new User group click on add new. To edit a user group click on manage.
Next Gen - User Group
Navigation : Go to Setup >> Organization >> User Group. User groups are the access levels provided to each staff member. Under User Group, you will have the option to manage and create a new user group. 1>> ADD NEW : When you click on Add new, you ...
NextGen - How to create a new user group ?
1) Please click on the setup icon as shown below. Navigate to organization then user groups. A > Click on Setup. B > Click on organization. C > Click on user- group. 2) Click on Add New. 3) once the group name has been save click on the manage icon ...
Next Gen - Payment Group
Navigation : Go to Money Manager >> Accounting Settings >> Payment Group. Under Payment Group, you will get a list of all the payment group that we have on VETport and if you uncheck any of the payment group, that specific payment group will not ...
NextGen - How to generate Group Plan Items Report ?
1) Click on the statistics and reports icon as shown below and click on financial. 2) Click on Group Plan Items Report.
Legacy - Giving Staff Access to VETport
Giving Staff Access to VETport: Levels of Permissions Give to Employees Navigation Click -> Settings and Reports->Personnel-access Rights & their scheduling Staff Category -you can create new staff and update exist one 1 > Click on Add to create a ...