About - Security Manager: Case Management

The Security Manager: Case Management page shows the users and permissions that have been applied to each contact, and allows you to make changes.  It is an alternative to alternative to managing Permissions through List Settings, since it allows you to make changes to contacts and residences at the same time.

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Getting Here - Security Manager: Case Management

Go to Site Actions > Site Settings > Security Manager: Case Management, in the Users and Permissions section.

How-To

Add Group Permissions to a Program or Residence

1. Get here: Site Actions > Site Settings > Security Manager: Case Management, in the Users and Permissions section.
2. Select which contact(s) you want to add a group to using the Filter People To The Following Criteria dropdown boxes.  As you filter, the relevant contacts will appear below.
3. Select which User(s) and Permission(s) you want to apply to the contact(s).
4. Click on Add Selected Users and Permissions to the People Specified Below. 

Remove Group Permissions from a Program or Residence

1. Get here: Site Actions > Site Settings > Security Manager: Case Management, in the Users and Permissions section.
2. Select which contact(s) you want to add a group to using the Filter People To The Following Criteria dropdown boxes.  As you filter, the relevant contacts will appear below.
3. Select which User(s) and Permission(s) you want to apply to the contact(s).
4. Click on Remove Selected Users and Permissions from the People Specified Below whose Security Is Setup.