Difference between revisions of "Groups"
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__NOTOC__ | __NOTOC__ | ||
<table> | <table> | ||
<tr><td valign="top">[[File:CommunitiesIcon.png|left|Groups]][[File: | <tr><td valign="top">[[File:CommunitiesIcon.png|left|Groups]][[File:Groups_Tab.png|Groups]]</td></tr> | ||
<tr><td> | <tr><td> | ||
===Overview=== | |||
Groups are a business unit of accounts that are managed by a common administrator. Every account is required to be a member of one group, but only one group. A group might be a single long-term care community, a single in-home care company, or a single vendor managing and providing supports for multiple accounts.</td></tr> | <br /> | ||
Groups are a business unit of accounts that are managed by a common administrator. Every account is required to be a member of one group, but only one group. A group might be a single long-term care community, a single in-home care company, or a single vendor managing and providing supports for multiple accounts. Every Group must have at least one Group Admin.</td></tr> | |||
</table><br /> | </table><br /> | ||
[[File: | [[File:Add_Group.png|400px|thumb|right|frame|Add a New Group Screen]] | ||
Groups can be created by [[User Roles|users who have a role of Distributor Admin or above]]. To add a new Group: | ===Group Users=== | ||
* Click the " | <br /> | ||
* [[User Roles and Privileges|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group. | |||
* Click the "Add | * [[User Roles and Privileges|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group. | ||
* [[User Roles and Privileges|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br /> | |||
===Creating a Group=== | |||
<br /> | |||
Groups can be created by [[User Roles and Privileges|users who have a role of Distributor Admin or above]]. To add a new Group: | |||
* Click the "Groups" button on the Dashboard. | |||
* Click the "Add Group" button. | |||
* Enter a name for the Group, then select a Distributor. | * Enter a name for the Group, then select a Distributor. | ||
::These two fields are required. | ::These two fields are required. | ||
| Line 17: | Line 25: | ||
::Note that the email address entered receives alert messages when [[System Status|system status]] for any group member changes to "down" or "up". | ::Note that the email address entered receives alert messages when [[System Status|system status]] for any group member changes to "down" or "up". | ||
::It's recommended to use an email address for an email distribution list as the Group email, rather than an email address for a single person. | ::It's recommended to use an email address for an email distribution list as the Group email, rather than an email address for a single person. | ||
::If you add mobile numbers they will receive text message notifications of system events. | |||
* Click the "Save Group" button.<br /><br /> | * Click the "Save Group" button.<br /><br /> | ||
===Group Management Features=== | |||
Groups can be managed by [[User Roles|users with the role of Group Admin]] for the Group, or the [[User Roles|role of Distributor Admin]] of the Distributor for the Group. | <br /> | ||
Groups can be managed by [[User Roles and Privileges|users with the role of Group Admin]] for the Group, or the [[User Roles and Privileges|role of Distributor Admin]] of the Distributor for the Group. | |||
To manage a Group: | To manage a Group: | ||
* Click the " | * Click the "Groups" button on the Dashboard. | ||
* Click the Group you wish to manage. | * Click the Group you wish to manage. | ||
* Click the appropriate tab:<br /><br /> | * Click the appropriate tab:<br /><br /> | ||
{| class="table" | {| class="table" | ||
|[[Image: | |[[Image:Group_Info_Tab.png|200px|left|top|link=Group_Info]] | ||
|'''[[Group Info|Info Tab]]''' - Click the [[Group Info|Info tab]] to view general information about the Group, such as the address and distributor, and a log of Group activity.<br /> | |'''[[Group Info|Info Tab]]''' - Click the [[Group Info|Info tab]] to view general information about the Group, such as the address and distributor, and a log of Group activity.<br /> | ||
: [[Group Info|more...]] | : [[Group Info|more...]] | ||
| Line 33: | Line 43: | ||
{| class="table" | {| class="table" | ||
|[[Image: | |[[Image:Group_Accounts_Tab.png|200px|left|top|link=Group_Accounts]] | ||
|'''[[Group Accounts|Accounts Tab]]''' - Click the [[Group Accounts|Accounts tab]] to see, and manage, the list of the Accounts in the Group.<br /> | |'''[[Group Accounts|Accounts Tab]]''' - Click the [[Group Accounts|Accounts tab]] to see, and manage, the list of the Accounts in the Group.<br /> | ||
: [[Group Accounts|more...]] | : [[Group Accounts|more...]] | ||
| Line 39: | Line 49: | ||
{| class="table" | {| class="table" | ||
|[[Image: | |[[Image:Group_Systems_Tab.png|200px|left|top|link=Group_Systems]] | ||
|'''[[Group Systems|Systems Tab]]''' - Click the [[Group Systems|Systems tab]] to see, and manage, the list of the Systems in the Group.<br /> | |'''[[Group Systems|Systems Tab]]''' - Click the [[Group Systems|Systems tab]] to see, and manage, the list of the Systems in the Group.<br /> | ||
: [[Group Systems|more...]] | : [[Group Systems|more...]] | ||
|} | |} | ||
{| class="table" | {| class="table" | ||
|[[Image: | |[[Image:Group_Users_Tab.png|200px|left|top|link=Group_Users]] | ||
|'''[[Group Users|Users Tab]]''' - Click the [[Group Users|Users tab]] to see, and manage, the list of the [[User Roles|Users with roles]] that give them access to Accounts in the Group.<br /> | |'''[[Group Users|Users Tab]]''' - Click the [[Group Users|Users tab]] to see, and manage, the list of the [[User Roles and Privileges|Users with roles]] that give them access to Accounts in the Group.<br /> | ||
: [[Group Users|more...]] | : [[Group Users|more...]] | ||
|} | |} | ||
{| class="table" | {| class="table" | ||
|[[Image: | |[[Image:Group_Log_Tab.png|200px|left|top|]] | ||
|''' | |'''Log Tab''' - Click the Log tab to view information about accounts created and added to the group.<br /> | ||
|} | |} | ||
Latest revision as of 15:43, 24 September 2018
  |
Overview
|
Group Users
- Group Administrators can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.
- Group Caregivers can perform caregiver-level functions for any Account or Resident in the Group.
- Group Communicators can perform communicator-level functions for any Account or Resident in the Group.
Creating a Group
Groups can be created by users who have a role of Distributor Admin or above. To add a new Group:
- Click the "Groups" button on the Dashboard.
- Click the "Add Group" button.
- Enter a name for the Group, then select a Distributor.
- These two fields are required.
- Enter the remaining information.
- Note that the email address entered receives alert messages when system status for any group member changes to "down" or "up".
- It's recommended to use an email address for an email distribution list as the Group email, rather than an email address for a single person.
- If you add mobile numbers they will receive text message notifications of system events.
- Click the "Save Group" button.
Group Management Features
Groups can be managed by users with the role of Group Admin for the Group, or the role of Distributor Admin of the Distributor for the Group.
To manage a Group:
- Click the "Groups" button on the Dashboard.
- Click the Group you wish to manage.
- Click the appropriate tab:
 |
Info Tab - Click the Info tab to view general information about the Group, such as the address and distributor, and a log of Group activity. |
 |
Accounts Tab - Click the Accounts tab to see, and manage, the list of the Accounts in the Group. |
 |
Systems Tab - Click the Systems tab to see, and manage, the list of the Systems in the Group. |
 |
Users Tab - Click the Users tab to see, and manage, the list of the Users with roles that give them access to Accounts in the Group. |
 |
Log Tab - Click the Log tab to view information about accounts created and added to the group. |