How to Set Up Security for a New Program or Residence
Applies To Version(s): 3, 3.5 & 3.7 & 3.7 Custom
Scenario Description:
You are adding a new program called “Mom Care”, and you need to set up appropriate permissions so that staff can access it. You need front-line staff to be able to add and edit new items (such as log entries), and Managers to be able to add, edit, and delete items.
Requirement: Administrator-level access
This scenario describes the implementation of a common strategy for granting your staff and management permissions in ShareVision. However, different organizations have different needs; your security strategy may differ from this example.
How-To
Steps:
Create the “Mom Care” Program
Go to the Programs/Residences icon > add a new Program or go to Site Actions > View All Site Content > Programs and Residences > Click the down arrow next to “New” > Select “Program”
Fill in the program details (note that only the name is required)
Click “Okay”
Create a corresponding security group for Mom Care
Go to Site Actions > Site Settings > People and Groups > Groups > New
Name the group (ideally something related to the program it will be applied to, such as "PRG Mom Care")
We don’t need to tweak any other settings at this time, so click "Okay"
Add the Users you want to be included in this group
Go to Site Actions > Site Settings > People and Groups > Groups > PRG Mom Care > New
Add the names of all of the users you want, then click Okay
Click “Okay”
Set up permissions for this group
Go to Site Actions > Site Settings > Security Manager: Programs and Residences
Note that in some systems, this may be called Program and Residence Security Manager
Select Mom Care in the “Select Program or Residence” dropdown list
Select PRG Mom Care in the “Add These Group(s)" box
Select No Delete in the “With These Permission(s)" box
Click “Add Selected Groups and Permissions to the Items Specified Below"
Next, repeat the previous steps, except select the Managers group, and “Contribute” permissions
The permissions should now look like:
Add individual wizard permissions
- Before you can add individuals, you need to set up the Individual Wizard Permissions list with the security instructions. You can find the link to Individual Wizard Permissions from Site Actions > Site Settings.
- Go to New > Add > Complete the form
Security should now be set up for this program.
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