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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:

  • 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


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"

  2. Set the user's email and 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.

  3. Next, set the users specific permissions

    1. To save time users can choose to copy permissions from another user

      Create GIF - not working right now

    2. Or users can manually set the user permissions

      Create GIF - not working right now

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

    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?

    Create GIF - not working right now





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