Practice IDs

The system supports assigning users to individual practices. This permits grouping select users for workflow assignments, global restrictions and other features. Practices must be defined and then assigned to individual user accounts. The following sections provide details on enabling, configuring and selecting practices.

Practices must be defined before assigning them to user accounts. Add and modify practices as follows:

1. Click the Admin tab.
2. Click the Settings tab.
3. In the System Settings section, click the Practices link to display the practices table.
4. To create a new practice, click the Add New Practice button, . To edit an existing practice, click the Edit button, . In both cases, the practice edit page is displayed.
5. Enter the Practice ID name or label.
6. Add user accounts using the Add button, . These are the users who are assigned to this practice.
   1. In the search page, enter criteria to find the list of users you want to add to the practice and click Apply.
   2. Check the box on the left for each user you want to assign.
   3. Click the Apply link (at the top of the left column).
7. Remove user accounts by clicking the Expand button, , and then the Remove button, , to remove this practice from the associated user account.
8. Click Save.

To remove a practice, click the Delete button, , from the practice table.

Practice table changes automatically proliferate to all servers in the dotcom.

To assign a practice to an individual user account, do the following:

1. Click the Admin tab
2. Click the User Accounts tab
3. Search for the user whose account you want to change and click the Edit button, .
4. Scroll to the Practices section and click the Add button, .
   1. In the popup window, click the Apply button to get a list of configured practices.
   2. Check the box on the left of the practice row
   3. Click the Apply link (at the top of the left column.)