Resident Management - Admin (User Access, Groups and Permissions)
In This Article
Overview
All user permissions within Resident Management are managed via Groups.
In this article we explain how to manage Groups and to ensure Users can access the correct features within Resident Management.
By default, all new users are added to a group called “The Default Group”which contains limited access to the system. We recommend moving users to a Group containing the appropriate permissions for what the user will need to access.
Groups and Users are available from the left hand menu within Resident Management.
Access to Manage Groups and Permissions
Groups and Users are managed within the Admin menu, available at the bottom of the left hand menu in Resident Management.
To see this menu item, users will need to be assigned as an Admin user. Depending on the platform used by your organisation to accesses naus applications, this permission will need to be set in either the naus Platform or My Organisation.
naus PLATFORM
If your organisation users the naus Platform to access naus applications users will need to be assigned the VMS Product Admin role within the naus Platform to manage groups and permissions within Resident Management. Contact your naus Platform administrator to arrange access.
MY ORGANISATION
If your organisation uses My Organisation to access naus applications users will need to belong to a Group that has the Resident Services (Admin) permission assigned. To learn more about managing Groups and Users within My Organisation, read this article.
How to Create a New Group
1/- Select Groups from the left-hand menu.
2/- Select Create Group.
3/- Enter a Group Name This is the only required field.
4/- Enter a Group Description The Group Description is free text and is viewable when on the groups page.
5/- Use the checkboxes to assign Permissions to the group.
For more detailed information on each permission type refer to Resident Management - Explanation of Permissions.
6/- Scroll to the bottom of the page and click Save.
How to Edit or Delete an Existing Group
1/- Select Groups from the left-hand menu.
2/- Click on the ellipsis (three dots) under the Actions heading, on the right-hand side of an existing group.
3/- Choose Edit or Delete.
Note: If you delete a group that contains users they will be moved to the ‘Default’ group. Remember to reassign them to a new group.
How to Add Users to a Group
1/- Select Users from the left-hand menu.
2/- To add or remove a user from a group click the Edit button that appears next to the user’s name.
NOTE: A user will need to have the correct platform permission enabled to appear in the User list. Depending on the platform used by your organisation to access Resident Management this permission will be:
- Naus Platform: The ‘VMS User’ role will need to be assigned to the user.
- My Organisation: The user will need to be added to a group that has the ‘Resident Services (User)’ permission assigned.
3/- Next click the Change Group button.
4/- A pop-up winder will open. Select the new group from the dropdown list and click “Save” to assign the user to the new group.
If a group is deleted, then all users in that group will be moved to the “Default group”.
A user that is greyed out in the Users list means that their permission has been revoked in either the naus Platform or My Organisation.
