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How-to

1. Login to ShareVision with a user account that has Site Administrator permissions.

2. 
   

   Select the Programs Portal                                  Image Added

3. Click the New Program button at the top of the PagePart                                       Image Added

4. A page will appear where the new program information can be filled in. Anything with a red asterisk* is required, the rest is optional. Once the program information has been entered, press Save.Image Added
5. Once the program information has been saved, the new program will appear in the Programs list. There are a few important steps to take before adding individuals to the program: creating a new Security Group, set up the Program and Residence Security Manager, as well as the Individual Wizard Permissions.  Image Added

   
   

   Note

   
   

Create a Security Group for the program

1. Login to ShareVision with a user account that has Site Administrator permissions
2. Select the gear in the upper right hand corner and then select Site Administration:
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3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
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4. In Site Administration, select Add a New Group in the Employees and Security section:Image Added
   
5. Enter the group name, we recommend that the name be 'GRP - name of program or residence' . i.e. GRP Group Therapy)
6. At the Give Group Permission to This Site section, DO NOT select any of the permission options. Leave this section unticked. Image Added
7. Click Create

Now that the Security Group has been created, users need to be added to the group 

1. In Site Administration, select View and Edit Groups for an Employee in the Employees and Security section
2. Add the users who should have access to the Program to the newly created security group Image Added

Next, the Program and Residence Security Manager needs to be set up 

1. Select the gear in the upper right hand corner and then select Site Administration:
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2. When prompted, enter your ShareVision Administrator username and password and select Sign In.
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3. In Site Administration, select Security Manager: Services in the Employees and Security sectionImage Added
4. Select the new Program 
5. Select the Group created earlier for the program
6. Select the permission level for the group (AddEdit, Delete, Read, Edit Only, or List Creation)           Image Added
7. Click the Add Selected Groups and Permissions to the Items Specified Below button

The final step in creating a program is setting up the Individual Wizard Permissions. Individual Wizard Permissions is where a site administrator can set the default permissions for each individuals profile as they are added to a program or residence