User Management

/ News from Support / By

Main Admin – Did you know that under User Managment, you have the ability to grant additional permissions to Helper Admins and Home Visitors?

Home Visitors can be given “Full access – Data entry” which is equivalent to Helper Admin permissions allowing them to enter data on all families and children in the system. NOTE – Home Visitors that are also in a data management role in the program no longer have to have a separate Helper Admin login.

To grant Admin privileges, click on the “+” icon to the right of the home visitor.
Check the box “Full Access – Data Entry” and click Save.

Record Management – Main Admins can assign certain users to manage specific records like Reminders and Supervision Records. Also the Main Admin can control who can delete families and contacts.

To allow user to create Supervision Records, check both Supervision under Record Management and General Set Up.
To prevent the user from Deleting Families, Guardians or Children or any contacts, check the Disable Deletion check boxes.

Setup – Certain users can now be granted the ability to manage sections under SET UP. Typically this section has been limited to only the Main Admin. Now the Main Admin can grant access to this section – all or portions – to any user