Applies To Version(s): 4

Overview

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

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

Filter out logged-in users that are not authorized to access the residences.
Display essential information about each residence, like contact details.
Provide users with the ability to add a new residence.

Requirements/Dependencies

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

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

About

Creating a Residence allows users to track important information such as current, past, and waitlisted residents, share announcements, and keep all residence related materials in one easy to find location.

How-to

In V4, there is only one way to add a new Residence

Select the Residences Portal
Click the New Residence button at the top of the PagePart
A page will appear where the new residence information can be filled in. Anything with a red asterisk* is required, the rest is optional. Once the residence information has been entered, press Save
Once the residence information has been saved, the new residence will appear in the Residences list. There are a few important steps to take before adding individuals to the residence: creating a new Security Group, set up the Program and Residence Security Manager, as well as the Individual Wizard Permissions.

Create a Security Group for the residence:

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:
Enter the group name, we recommend that the name be 'GRP name of program or residence' . i.e. GRP Lakeshore Cabins (Test)
At the Give Group Permission to This Site section, DO NOT select any of the permission options. Leave this section unticked.
Click Create

Now that the Security Group has been created, users need to be added to the group:

In Site Administration, select View and Edit Groups for an Employee in the Employees and Security section
Add the users who should have access to the Residence to the newly created security group

Next, the Security Manager: Services needs to be set up

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 Security Manager: Services in the Employees and Security section
Select the new Residence
Select the Group created earlier for the residence
Select the permission level for the group (AddEdit, Delete, Read, Edit Only, or List Creation)
Click the Add Selected Groups and Permissions to the Items Specified Below button

The final step in creating a residence 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

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 Individual Wizard Permissions in the Employees and Security section
Select new item
Select the Residence created earlier.
Select the Group you recently created for the residence
Select the permission level you'd like the group to have
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 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 residence
Click Save

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

Overview

Requirements/Dependencies

About

How-to

See Also

Related Articles

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