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  • #40024

      Hi, is it possible to amend User Access to prevent them from deleting forms and documents?

      Joshua Barrs

        Hi DebbieHarris,

        Documents can be stored in many different places within ClinicOffice, so instead of preventing them from being deleted, you choose which areas that documents should be accessible from. Each of the document tabs within the Patient/Contact/Staff record editors are a separate access right.

        Documents can also be stored in Clinical Notes, and in this case whether or not someone can delete them depends on their Clinical Notes Editor access. Anything other than full access here won’t allow the document to be deleted.

        Forms are created within the form designer, and there is a separate access right for the form designer that’s either on or off.

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