How to Setup Two-factor Authentication 1. Two-factor Authentication can be enabled for existing users using ‘Edit User Information Screen’ or while adding new users. A check box’ Enable two-factor authentication’ (highlighted in Image 1) is provided in the ‘Add/Edit User information’ Screen. Before 2FA is enabled, the user screen will show the status as in Image […]
Category: Security
Configure User Access
In PracticeSuite, once a user is created assigning appropriate Admin, Legal and Accounting rights, access configurations for the user need to be setup. The Configuration has mainly two components. They are 1. Remote Access configuration 2. Menu access configuration. They are represented by gear icons as highlighted in Image 1. Image 1 1. Remote Access […]
Create User
PracticeSuite has a module to help manage users and assign them appropriate authorizations and privileges. To create a user, the following steps are to be followed. 1. Click on the Security on the main menu and select User, the Manage Users page will be displayed as in Image 1. Image 1 2. To create a […]
Activate/Deactivate a User Account
PracticeSuite permits the creation and management of users as required. The users can be given privileges and access permissions according to the roles provided. To Deactivate a User Account 1. Click on the Security module and select User. The list of users along with their roles, access permissions, etc. are listed as shown in Image […]