Manage User Privileges

Users assigned with the User Privilege Administrative Role will be able to manage user privileges. Users with the Super Admin Administrative Role along with the User Privilege Administrative Role will be able to assign or unassign the Super Admin Administrative Role to other Users.

1. Starting on the Admin tab click on the Manage link beside the User Privileges option.

2. This will open the User List page. Click on the Login Name of the user that you want to assign privileges to from the list.

3. This will open the User Privilege page where you can assign the Super Role and Caseload.

Assigning Super Role

4. Click on the blue Super Role link to view the list of available Super Roles.

To learn more about creating Super Role click here

5. Click on the Edit link to select a particular Super Role from the Change Super Role window

To view the name of the users already assigned with this Super Role click on the Assigned To link.

Assigning Caseload

6. To add Caseloads, click on the Add Caseload link.

To learn more about creating Caseloads click here

7. This will open the Add Caseload page. Click on the Add link beside the required caseloads, to assign the caseload to the user’s privilege.

To view the name of the users assigned with the particular Caseload, click on the Assigned To link.

The AIC (All Individual Caseload) allows the user access to all individuals that are admitted into any program in the system.generated.

The APC (Auto Program Caseload) gives the user access to any individuals enrolled into that particular program

Individual Based Caseload will gain access to the individuals within the caseload, irrespective of an individual’s status or the programs that they are enrolled in.

A Group Caseload is a collection of Auto Program Caseloads (APC) and Individual Based Caseloads.

To learn more about the Caseloads types, click here.

8. To remove a Caseload from a Profile, click on the Remove link.

9. Once all the privileges are assigned accordingly click on the Save button on the bottom right of the page to save the User’s Privileges.

You are also able to assign Agency Wide and Administrative Roles from the User Privilege page.

To learn more about  Agency Wide and Administrative Roles click here.

To learn more about creating Super Roles click here

To learn more about creating Caseloads click here

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