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Applies To Version(s): 3, 3.5 & 3.7


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SecurityManagerProRes
SecurityManagerProRes

Security Manager:

Programs and Residences

 Case Management


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Section

About - Security Manager:

Programs and Residences

 Case Management

The Security Manager: Programs and Residences  Case Management page shows the groups users and permissions that have been applied to each program and residencecontact, and allows you to make changes.  It is an alternative to alternative to managing Permissions of the Profiles list through List Settings, since it allows you to make changes to multiple programs contacts and residences at the same time.

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Section

Getting Here - Security Manager:

Programs and Residences

 Case Management

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



Section

How-To

Add Group Permissions to a Program or Residence

  1. Get here: Site Actions > Site Settings > Security Manager: Programs and ResidencesCase Management, in the Users and Permissions section.
  2. Select which program(s) and/or residencecontact(s) you want to add a group to using the Filter Items People To The Following Criteria dropdown boxes.  As you filter, the relevant programs and residences contacts will appear below.
  3. Select which GroupUser(s) and Permission(s) you want to apply to the programcontact(s) and/or residence(s).
  4. Click on Add Selected Groups Users and Permissions to the Items People Specified Below

Remove Group Permissions from a Program or Residence

  1. Get here: Site Actions > Site Settings > Security Manager: Programs and ResidencesCase Management, in the Users and Permissions section.
  2. Select which programcontact(s) and/or residence(s) you want to add a group to using the Filter Items People To The Following Criteria dropdown Criteria dropdown boxes.  As you filter, the relevant programs and residences contacts will appear below.
  3. Select which GroupUser(s) and Permission(s) you want to apply to the program(s) and/or residencecontact(s).
  4. Click on Remove Remove Selected Groups Users and Permissions from the Items People Specified Below whose Security Is Setup.


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