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The Users module in Office allows users to add and set access levels for individuals throughout the applications of Community Connect. The easy setup of users allows territories and centers to create custom permissions suited to each person's role. 


List of User Permissions:

Section
  • Office Application (what's this for vs the individual sections????)

  • Office - Dashboard

  • Reports

    • All reports

    • Access to specified reports

    • Block from specified reports

  • Settings - Data Managers

  • Settings - Users


Info

As additional functionality is added the permissions will grow to allow users to be given access to specific modules.




Step-by-Step Guide

  1. To ADD a new Community Connect user click "NEW"

    Section


  2. Set the user's email and name

    Section


    Info

    It is important that the email address is correct as this is where a temporary password will be sent after the user has been created.



  3. Next, set the users specific permissions

    1. To save

    steps section
    1. time users can choose to copy permissions from another user

      Section

    The widget will be added to the dashboard and the user can define specific options depending on the widget selected and select "SAVE"

    Section

    Congratulations, you did it! Continue adding widgets or edit them to make it your own.

    1. Create GIF - not working right now


    2. Or users can manually set the user permissions

      Section

      Create GIF - not working right now


  4. Select the "Save" button after the permission have been set.

    Section

    Create SS - not working right now



  5. Optionally, a user record can be tied to the individual's personnel user - this simply allows their Community Connect and center personnel record to be linked OTHER BENEFITS?

    Section

    Create GIF - not working right now








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