Individual Wizard Permissions

Overview

The Individuals Wizard Permissions allows you to set the level of access that Security Groups and the users in these groups on your ShareVision site have for Individuals registered in each of your services (program or residences).

If you set up permissions for services and add individuals to them, the system will automatically adjust access for the specified Security Groups.

If you add an individual to a service without setting up permissions for that service, the system will display a warning message: "No permissions have been set up for this specific Service for participating Individuals."

Accessing Individual Wizard Permissions

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:
3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   
   
4. Select Individual Wizard Permissions in the Employees and Security section.

Disabling the Warning Message

Your ShareVision site will display a warning message: "No permissions have been set up for this specific Service for participating Individuals." if add an individual is added to a service that does not have permissions set up for that service. 

Sometimes, organizations allow all staff to have access to all individuals. If this is how your ShareVision site is configured, then you can disable the warning message by selecting the checkbox next to: Do not display the Warning dialogue when Individual Wizard is not configured for a Service.

Adding a New Individual Wizard Permission

The Individuals Wizard Permissions allows you to set the level of access that Security Groups and the users in these groups on your ShareVision site have for Individuals registered in each of your services (program or residences).

Configure the Wizard for a Program or Residence

1. Select New Item
2. Select the Program or Residence
   
3. Select the Group (Security Group) which will be granted access to individuals who are entering into the program or residence.
4. Select the Permission Level. 
   1. Read: users can only read the individuals information.
   2. AddEdit: users can add and edit items on the individuals profile.
   3. Delete: users can delete items on the individuals profile.
5. RemoveAtExit: when this checkbox is selected the permissions set for the group select in step 3 are removed when an individual is exited from the program or residence.
6. Select Save to save the item or Cancel to cancel the item.

Configure or Update the Permission Wizard for all Individuals Currently in the Program or Residence

From the Program or Residence, you can bulk update or set new permissions to be applied to all individuals who are currently in the program.

1. Navigate to the program or residence Quick Start menu select then Individual Permissions. 
   
2. In this section, you can see and edit the current permission setting for any new individual who is entered into the program or residence.
   
3. After updating the permission setting in section 1, select the Set permission to all individuals button to apply the updated permissions to all the individuals currently in the program or residence.