This article goes through the steps to create and setup security groups for a program or residence.
Instructions
Create the program/residence
In the program or residence portal, select the New Program/Residence option
Enter the information details for the program/residence
Create a security group for the program/residence
In the site administration section of the site create a new security group for the program/residence using the “Add new Group” option under Employees and Security
Enter the group name (we recommend that the name be GRP - name of program or residence. i.e. GRP - Seaside Home)
Select the groups site permission levels - DO NOT select any permissions levels; leave all of the boxes below unticked.
Add the user to be included in the new security group
Also under the Employees and Security section select the “View and Edit Security Groups for an Employee” option
Add the new security group to the users who should have access to the new program/residence.
Setup the Program and Residence Security Manager
Also under the Employees and Security section select the “Security Manager: Programs and Residence” option
Select the Program/Residence
Select the Group created in step 2
Select and add the permissions the group will have to the new programs/residence created in step 1
Set up the Individuals wizard permission
Also under the Employees and Security section select the “Individual Wizard Permission” option
Add a new item
Select the program/residence created in step 1
Select the group created in step 2.
The permission will set the access level for the individuals profile which will be given to the users in the security group when a new individual is added to the program/residence
RemoveAtExit: When this option is select all permissions to the individuals profile will be removed when the individuals is exited from the program/residence. 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
