3Shape LMS lab staff permission settings
21/10/20243Shape LMS has four permission settings for lab staff: Full Access, Full Access - no settings, Billing Only, and Case Management.
Full Access
- Can access to all dashboards and settings
- Ability to perform all actions
Full Access - no settings
- Can access to all dashboards
- Can NOT access Settings
- Ability to perform all actions outside of settings
Billing Only
- Access to Client Information:
- Show client/doctor names
- Client Profiles
- Shipping Center
- Client Case Check-in
- Check-in delay alerts
- Show client/doctor email
- Sales order value
- Billing Dashboard
- Manufacturing Manager invoice creation
- Invoices & Balances
- Payments
- Statements
- Price Lists
- Credits/Debits
- Report Center
- Case Information
- Linked Case
- Billing
- Event Log Table
Case Management
- Case Flow
- Case Entry
- Case Holds
- Remake Management
- Show client/doctor names
- Shipping Center
- Show client/doctor email
- Case Record Display
- Case Information
- Linked Case
- Event Log Table
- Upload File Attachments
- *View File Attachments coming soon
*Case Management + Invoicing
- All permissions in Case Management
- Invoicing from Manufacturing Manager
- Invoicing from Case Record
- Invoicing from Case Flow list
- No Access to Billing Dashboard
*Note: View File attachments and the Case Management + Invoicing permission set will be available soon