Practices can restrict which staff members can access certain entities by adding the user to a practice.
Tip: Only add the staff members who should have access to the client groups and entities added to this practice.
Add a new practice
Log in to Access Ledger.
Click the username in the top right corner, then choose Admin Centre.
Under Organisations, click Practices.
Click the + New Practice button.
Enter the required details.
Add users to the practice
In the Users section, click + Add User.
Select the user from the drop-down list.
Specify the user's security level and complete any other fields as necessary, then click Save.
Repeat for each staff member required for this practice.
Click Save and Close.
Click the Access Ledger icon to return to the main window.
Click + New Client Group, then complete the relevant practice. If the client group already exists, use the pencil icon to edit the group and select the practice, then click Save Client Group.