Giving Families Access to ShareVision allows organizations to grant families access to their individual's information on ShareVision without permitting them to see any other person's information or organization data.
Giving Families Access to ShareVision Requirements
Login with ShareVision Administrator permissions
How to Enable and Set up Giving Families Access to ShareVision
If you have never provided families access to ShareVision, please start with section A and continue from there. If you have provided families with access in the past and wish to add a new family, please start with section B.
If you have never provided families access, start with these steps (A):
Login to ShareVision with a user account that has Site Administrator permissions.
Select the gear in the upper right hand corner and then select Site Administration:
When prompted, enter your ShareVision Administrator username and password and select Sign In.
In Site Administration, select Add a New Group in the Employees and Security section.
Give the group a name such as GRP Families.
In the Give Group Permission to this Site section, select Read - view pages, records, and download documents.
Return to the main Site Administration page
Under Portals and Pages select User Group Landing Portals
For Group select the one you created earlier, such as GRP Families in this example.
For Portal select Individual (or whichever you have renamed it)
Click Permit and Assign. Individuals should now be the landing page for GRP Families
GRP Families will now have access to the Individuals portal, including all Pages and PageParts. Due to the way permissions are inherited, you will have to remove GRP Families (or differently named equivalent) from a number of Pages and PageParts to ensure they only have access to that which you'd like to grant. To remove access, follow these steps:
Go to Site Administration
Under Portals and pages select Configure Portal Settings
Select Individuals portal
To remove access, move the group GRP Families from Have Access to Do Not Have Access by clicking on the group to highlight it, then clicking the single arrow to move the group
The group should now appear in red under Do Not Have Access
Repeat for all necessary Pages and PageParts
If you have already provided some families with access but want to add a new family, start with these steps (B):
Create a Security Group for each family you want to have access to ShareVision, such as GRP J Anderson Family, in order to provide access to Jimmy Anderson. You will want to pick a group name that is not ambiguous when you have multiple individuals with the same last name.
Give the newly created group Read access only.
Back in Site Administration, click Security Manager: Individuals Profiles
Give the newly created family group GRP J Anderson Family permission to the appropriate individual, Anderson, Jimmy, in this example
Create an User Account for the Family (C)
Now that your Security Groups have been configured and appropriate permissions have been granted, we can go ahead and create accounts for the families following the steps below.
Go to Site Administration
Under Employees and Security, select Add New Employee
Create an employee login credential using the predetermined username syntax for the family, such as janderson.family
In the Profile Settings you may want to add a type 'family' to ensure you can tell the difference between an employee and a family access account.
Give the newly created family username permission to GRP Families and the family specific group, GRP J Anderson Family
Following this configuration, when janderson.family logs in, they will only see Jimmy Anderson on the Individuals Portal. After clicking in to Jimmy Anderson individual, the family will only see the limited number of Pages and PageParts they had been given access to.
This video, from the October 2023 Getting More from ShareVision webinar, provides step by step instructions to set up access for family members: