Difference between revisions of "Groups"
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[[File:AddGroup.png|right|frame|Add a New Group Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Users</h3><br /> | [[File:AddGroup.png|right|frame|Add a New Group Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Users</h3><br /> | ||
* [[User Roles|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group. | * [[User Roles and Privileges|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group. | ||
* [[User Roles|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group. | * [[User Roles and Privileges|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group. | ||
* [[User Roles|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br /> | * [[User Roles and Privileges|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br /> | ||
<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Group</h3><br /> | <h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Group</h3><br /> | ||
Groups can be created by [[User Roles|users who have a role of Distributor Admin or above]]. To add a new Group: | 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 "Manage Groups" button on the Dashboard. | * Click the "Manage Groups" button on the Dashboard. | ||
* Click the "Actions" tab. | * Click the "Actions" tab. | ||
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<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Management Features</h3><br /> | <h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Management Features</h3><br /> | ||
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. | 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 "Manage Groups" button on the Dashboard. | * Click the "Manage Groups" button on the Dashboard. | ||
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{| class="table" | {| class="table" | ||
|[[Image:UsersTab.png|left|top|link=Group_Users]] | |[[Image:UsersTab.png|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...]] | ||
|} | |} | ||
Revision as of 20:57, 26 November 2013
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OverviewGroups 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. |
Add a New Group Screen
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 "Manage Groups" button on the Dashboard.
- Click the "Actions" tab.
- Click the "Add a new 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.
- 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 "Manage Groups" button on the Dashboard.
- Click the Group you wish to manage.
- Click the appropriate tab:
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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. |
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Accounts Tab - Click the Accounts tab to see, and manage, the list of the Accounts in the Group. |
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Systems Tab - Click the Systems tab to see, and manage, the list of the Systems in the Group. |
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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. |
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Actions Tab - Click the Actions tab to access the controls for managing a Group. |
GC-01-OUM-0059 Rev A