3Shape LMS lab staff permission settings

3Shape 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

 

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