Image Image Image Image Image Image Image Image Image

4.1. Setting up User Groups

Chapter 4: Setting up Security and Managing Users
> Step 4.1: Create User Groups

Next Step(s)
  1. Create department User Groups within your organization
    1. Rename the (Department Names) User Groups to your department name
      (Administration > Manage Groups > User Groups > within the Organization Staff (Basic Permissions)/Departments Parent Group, select the (Department Names) group > Update Group)
    2. Create User Groups for each of your remaining departments/roles (if applicable)
      (Administration > Manage Groups > User Groups > Select your Organization Staff (Basic Permissions) Parent Group > Select the Departments group > Add Subgroup)

      1. Enter “<Department Name>”, such as Finance, in group name field, select save
  2. Create User Groups for each school
    (Administration > Manage Groups > User Groups > Select School Staff Parent Group > Add Subgroup)

    1. Create a school staff group for each school
      1. Enter “ <School Name> – School Staff” in the group name field, select save
    2. Create a board member group for each school (if applicable)
      1. Enter “<School Name> – Board Member” in group name field, select save
  3. Create User Groups for each management organization (authorizers-only) *
    (Administration> Manage Groups > Select Management Organization Staff Parent Group > Add Subgroup)

    1. Create a group for each management organization
      1. Enter “<Management Organization Name>”  in the group name field, select save
<< Back to Getting Started

Chapter 4 Videos