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Join Paul and Mary Jo as they explore reassigning user ID’s and protecting documents.
Have you ever had a document stored in PracticeMaster that you wanted to make sure no one else was able to change? Mary Jo demonstrates how to use the “Protect” feature in PracticeMaster’s document management screen to mark a file so that no one else is able to alter it.
Paul looks at what to do when you need to re-assign all entries (journal, calendar, etc.) from one user to another and discuss the ramifications.