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2.2.1 Adding Providers and Staff to a Security Group

  1. Click the My Profile icon My Profile icon in the menu bar.
  2. Use the My Profile bar(left side of screen) to navigate to Practice Setup -> Security Permissions -> Security Groups.
  3. Look in the security groups table, find the security group you are interested in, and click the Members button for that security group (in the Actions column).
  4. You should now be in the Manage Members of *** Security Group dialog box. In the provider table, click the Is a Member checkbox to add a listed Provider (or staff member) to the security group. The Memberships column will display the name(s) of the security group(s) to which a person belongs.
  5. When you are done adding members to this security group, click the Save button.
  6. Click the Save Changes button. If you leave the page without saving, or click the Discard Changes button, the system will not remember any of the changes you have made.

Security Group Dialog Box