Company Profile / User Setup
Access: Everyone
| OperaDDS - Requirements, Login, Setup Account, Add Users, Resend Email to Create Password, Notifications |
| Applies to: OperaDDS |
Solution:
Click the + or the header to expand the section.
Confirm Requirements
Workstation Requirements for General Use
- Google Chrome
Tablet Requirements for General use
- Google Chrome or Safari Web Browser
- iPad or Android Tablet
Logging In to OperaDDS
- Go to www.operadds.com | Click Login
- Use the credentials provided to you by your Patterson Representative
Setup Account
- Click Settings | Account Settings | Company Profile
Add or Change Company Logo by clicking +Add file
- This will be seen in Recall, Reviews, and Forms.
- NOTE: Ensure the content designer provides an image file with the appropriate size.
Add Email Header by clicking +Add File
- This will be seen in Recall and Reviews, in addition to the Company Logo.
- NOTE: Ensure the content designer provides an image file with the appropriate size.
Add Email Footer by typing in the correct text and clicking Save Footer
- Note: Ensure this is the practice information and not personal information.
Update Company information by clicking the Edit Icon
- Confirm Contact Name, Email, Phone Number, Address, City, and State.
- Click Save when complete
Confirm Time Zone is correct in the Other Options Section
- To Change, click Edit
- Change time zone in drop down | Save
Add Users
- Go to Settings | Account Settings | Company Users
- Click Add New User
- Enter Information
- Username: utilized to login
- Email: password creation link will be sent to this email, so it must be valid.
- Nickname: Not Applicable
- Role
- Administrator can make changes to accounts, such as adding other team members or forms
- Users are restricted from making changes.
- Administrator can make changes to accounts, such as adding other team members or forms
- Landing Page: the page that opens when they login. Suggested: Forms
- Company Secure Emails: togging on will allow the user to receive and view emails that are sent to the company email on file in OperaDDS
- Username: utilized to login
- Click Save Changes
Users with an !
- Indicates the user has not yet created their password login.
Users with a ->]
- This is the password reset icon for future use.
Resend Password Creation Email
The email entered for a team member receives a link to create a password. This link expires in 14 days. If the email is not received, please check the Junk folder.
- To resend the email, click the Email check icon
- Click OK to the confirmation
Setup Notifications
Notifications are User Specific.
- Click the Action Center Icon | Settings
- Turn on Forms Pop-up Notifications to receive in app pop-ups | Turn on Forms Email Notifications to receive email alerts.
- Click Save Changes
Setup Individual Forms User Notifications
For any user that has Email notifications enabled for Forms, specify which form notifications are emailed to which user.
- Click Settings | Feature Settings | Forms Settings
- Click the Gear next to the form name
- Select the User | Click the + to add, or click the - next to a user to remove | Save
Printed copies of this document are considered uncontrolled.
39696.Rev001 04.15.2020
39696.Rev001 04.15.2020
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