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.
The Settings→ Users module governs access to the Community Connect applications whereas the Personnel module manages records for those that work at the center.
List of User Permissions:
Application Permissions
- Office
Dashboard (default permission)
Personnel
- Add/Edit Personnel
- Contact Info
- Add/Edit
- Delete
- Comments
- Add/Edit
- Delete
Reports
All reports
Access to specified reports
Block from specified reports
Settings - Data Managers
- Report Manager
- Edit Record
- Dashboard Manager
- Edit Record
- Report Manager
Settings - Users
- Add/Edit Record
As additional functionality is added the permissions will grow to allow users to be given access to specific modules.
Step-by-Step Guide
To ADD a new Community Connect user click "NEW".
Set the user's email and display name.
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. The email address can be edited at any time.
Next, set the specific user permissions.
To save time users can choose to copy permissions from an existing user.
Search for a user, select a result and hit the "Import User Permissions" button!
Or users can manually set each permissions.
Select the "Save" button after the permissions have been set.
Once the user has been saved an email will be sent prompting the user to create a password.
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.
Simply enter the personnel barcode, click "Link" and save.
