New Vision 3 User

You can create users in Vision 3 to administer the appointments system.

Before setting up a new user, you need to obtain the following information:

  • Personal information is required, such as Surname, Forename, Sex, Title and Short name (this must be unique). 

Steps to Creating a New User in Vision

Step

Module/Function

Brief Description

1

Login as a System Administrator

At least one person in your practice should have administrator rights, if not, the default login is SYS.

2

Control Panel - File Maintenance - Add Staff

You need to create a staff profile for the new user.

See Adding Staff for more information.

3

Control Panel - Security

Security is where you setup a login and a temporary password.

See Adding a User in Security for more information.
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