How to add a User and Security Groups

Sign-on to the system using your personal login.

Click on ‘Users’

Click on ‘Create’

Enter the relevant information and press ‘Create’.  This will automatically send an e-mail to the new user as well as the Administrator of the Organisation.  The user will have to create a new password on first use, or if a User already has a OneVu account (assuming the Organisation uses our OneVu system), then they will be able to sign-on using their existing OneVu password.

At this point no access to the system has been granted as a ‘Security Group’ needs to be added.

To create/maintain a Security Group:

Within the Case management system there are 3 levels of groups security

1. Access permissions – high level permissions to enable access to functions within the case management system
2. Stage permissions – Each Stage can be restricted to specific security groups. Stages will not be visible to users who do not belong to authorised security group.
3. Outcomes Permissions – The outcomes within each stage, can be individually restricted based on user progression. User with the current stage authorisation will still be able to the outcomes buy yet may not be able to progress depending on the set permissions on each outcome.

To Create a new Security Group press ‘Create’.

To maintain a Security Group click on the relevant one from the list already in place, and then click on ‘Manage permissions’.  Please note that any changes to a ‘Security Group’ will affect ALL Users that have currently been assigned that group, the next time they sign on.

Make a decision as to which elements of the system you wish to make available to any User who has the ‘Security group’ allocated to them.

Once a ‘Security group’ has been created or maintained click on ‘Save’.

Return to the User just created by clicking on the person’s name.

Click on ‘Change’.

Tick the appropriate ‘Security Groups’ for this User and click on ‘Save changes’.

Then click on ‘Save’.