Page Comparison

Overview

The Program portal provides a space for non-administrative staff to add new programs or navigate to any existing ones. Permissions can control which Programsnon-administrators are able to access on this page. Site Administrators are able to see all programs and residences.

The Program portals is a little different from typical ShareVision pages. The purpose is threefold:

1. Filter out programslogged-in users are not authorized to access.
2. Display essential information about each program, like contact details.
3. Provide users with the ability to add a new program.

Requirements/Dependencies

Before setting up a New Program on your site, you will need to:

• Login with ShareVision Administrator permissions 
• Have developed a plan of which programs should be on the site and who should have access to the program you are creating

About

Creating a Program allows users to track important information like participants or attendance, share announcements, and keep all program related materials in one easy to find location.

How-to

Creating a new program requires several different steps. The Program must be created, a group for the program needs to be made, users need to be added to the group, Security Manager : Services and the Individual Wizard Permissions all need to be set up before Individuals can be added to the program. 

Create a new Program:

1. Select the Programs Portal                                  Image Added

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

3. 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
4. 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

   
   

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 Security Manager: Services 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

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 Individual Wizard Permissions in the Employees and Security sectionImage Added
4. Select new item                                                      Image Added
5. Select the Program created earlier.                                                                        Image Added
6. Select the Group you recently created for the program
7. Select the permission level you'd like the group to have
8. Decide if you'd like to select RemoveAtExit or not. When RemoveAtExit is selected, all permissions to the individuals profile will be removed when the individual is exited from the program. If this is option is not selected, users in the group will have access to the individuals profile after the individuals is exited from the program/residence
9. Click Save

After creating the Program, a group for the program, adding users to the group, setting up the Security Manager : Services and the Individual Wizard Permissions, the program is now ready for individuals to be added.