Setup a new program or residence

Owned by Support Desk
Last updated: May 23, 2022
3 min read

This article goes through the steps to create and setup security groups for a program or residence.

 

Instructions

  1. Create the program/residence

    1. In the program or residence portal, select the New Program/Residence option

       

    2. Enter the information details for the program/residence

       

  2. Create a security group for the program/residence

    1. 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

    2.  Enter the group name (we recommend that the name be GRP - name of program or residence. i.e. GRP - Seaside Home)

    3. Select the groups site permission levels - DO NOT select any permissions levels; leave all of the boxes below unticked.

       

  3. Add the user to be included in the new security group

    1. Also under the Employees and Security section select the “View and Edit Security Groups for an Employee” option

    2. Add the new security group to the users who should have access to the new program/residence.

  4. Setup the Program and Residence Security Manager

    1. Also under the Employees and Security section select the “Security Manager: Programs and Residence” option

    2. Select the Program/Residence

    3. Select the Group created in step 2

    4. Select and add the permissions the group will have to the new programs/residence created in step 1

       

  5. Set up the Individuals wizard permission

    1. Also under the Employees and Security section select the “Individual Wizard Permission” option

    2. Add a new item

    3. Select the program/residence created in step 1

    4. Select the group created in step 2.

    5. 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

    6. 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

       

 

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