Administration and Management
Contents
Introduction
Account and Users
Practices
Surgeries / Locations
Recordings
Licence and Subscription Plan
Billing
Introduction
The DAN administration tools empower you to securely and simply manage access and permissions for your team across any number of practices. The administration tools can be accessed from any device using a web browser, navigating to dentalaudionotes.com/app.
The homepage dashboard provides a quick overview of your implementation. Use the menu on the left to navigate to specific areas.
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Account and Users
Add, edit and remove users associated with your account. Adding users allows your team to log into DAN with their own credentials and to control which users can log-in to which locations. It is strongly recommended you create at least one additional user, in addition to your master user created when you registered.
Add or Edit a User
To add a user, press the Add User button. To edit a user, press the edit icon next to the user you wish to modify. Both of these options load the add/edit user form.
User Information: Basic information about the user. The username will need to be unique within the users associated with your account. An email is required for sending correspondence for this user, such as setting a password, but it does not need to be unique. You can use your account email here, for example. This means that a 'user' does not need to represent a real person, but can instead be "staff", or similar.
User Access Permissions: Control what practices and locations this user has access to. A Master User has access to the administration of the application, all practices and all locations. The user created when registering with DAN will automatically be created as a Master User. A Master User's username needs to be a valid email address.
Non-master users can be allocated a mix of practices and locations for access. Quickly assign all practices and locations by setting the Access Type to 'all'. To set up a custom profile, set this to 'selected only'. Assign access for each practice and location using the toggle . When you are done, press Save.
Restrictive permissions: Disable specific features.
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Practices
You can deploy DAN across multiple practices.
Add a practice
To add a practice, press the Add Practice button and enter the name of your practice. Press Save.
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Surgeries / Locations
The surgeries and locations represent where you have installed the DAN application. To add a location, download the DAN application onto a PC in that location.
Edit a location
To edit a location, press the edit icon and type in the new name.
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Recordings
View your use of DAN over time and review recordings scheduled for removal.
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Licence and Subscription Plan
Your current licence information is presented to you. When you register with DAN, you are granted a demo licence for free with limited recording time.
When you are ready, select the Unlimited licence to use DAN without restriction. If not stored already, you will be prompted to save your payment details.
DAN is a monthly subscription. Select your preferred price plan.
If you have a special pricing or discount code, enter it on this page and the associated pricing plan(s) will be available to you.
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Billing
Your history of invoices is available here, as is your current cost for the current month.
If you need to update your billing details, select Edit Billing Info.
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