CAREWare 6 Manage User Groups

Modified on Wed, 13 Mar 2024 12:10 by Kevin Ricciardo — Categorized as: Uncategorized

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The User Groups feature makes managing a large number of users easier because administrators can grant sets of permissions to users who perform the same roles in CAREWare.


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In Central Administration, user groups can be managed for Central Administration as well as providers. In addition to user groups, Provider Permissions Groups are available to organize permissions for providers.


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Central User Groups – Grants permissions for users in Central Administration.
Provider User Groups – Grants permissions for users in providers.
Provider Permission Groups – Grants permissions for providers.


Note: Permissions must be granted to the provider in order to grant access to those permissions to users in that provider. If a permission is revoked for the provider, that permission is revoked for the user even if that permission is granted to the user by a user group.


To create a Central User Group, follow these instructions:


  1. Click Central User Groups.
  2. Click New Group.
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  3. Enter the User Template Name.
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  4. Click Save.
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  5. Click Change Permissions.
  6. Select each permission that should be granted (If the permission is not in the list, try typing the name of the feature in the search field.)

    Note: Select All checks all of the permissions on this page.
  7. Click Grant Selected Permissions.
  8. Click Back.

    Note: The number of permissions granted has changed for Change Permissions.
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  9. Click Assign Users.
  10. Check each user that should be assigned to the group.
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  11. Click Save.
  12. Click Back.

    Note: Users assigned to the group are now listed.
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At this point, users assigned to this group have the permissions granted under Change Permissions for Central Administration.


To create a Provider User Group, follow these instructions:


  1. Click Provider User Groups.
  2. Click New Group.
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  3. Enter the User Template Name.
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  4. Click Save.
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  5. Click Change Permissions.
  6. Select each permission that should be granted (If the permission is not in the list, try typing the name of the feature in the search field.)

    Note: Select All checks all of the permissions on this page.
  7. Click Grant Selected Permissions.
  8. Click Back.
    Note: The number of permissions granted has changed for Change Permissions.

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  9. Click Assign Providers.
  10. Check each Provider that should be assigned to the group.
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  11. Click Save.
  12. Click Back.
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    Note: Providers assigned to the group are now listed.

At this point, providers assigned to this group can now grant access to this group for users; however, permissions still have to be granted to the provider before users can be granted access.


To create a permission group for the provider, follow these instructions:


  1. Click Provider Permission Groups.
  2. Click New Group.
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  3. Enter the User Template Name.
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  4. Click Save.
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  5. Click Change Permissions.
  6. Select each permission that should be granted (If the permission is not in the list, try typing the name of the feature in the search field.)

    Note: Select All checks all of the permissions on this page.
  7. Click Grant Selected Permissions.
  8. Click Back.

    Note: The number of permissions granted has changed for Change Permissions.
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  9. Click Assign Providers.
  10. Check each Provider that should be assigned to the group.
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  11. Click Save.
  12. Click Back.
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    Note: Providers assigned to the group are now listed.

At this point, providers assigned to this group now have access to the permissions granted under Change Permissions.


Now that the User Group has been assigned to the provider and the provider has been granted those permissions, the user can be granted those permissions for that provider, either individually or via one or more User Groups.


To grant the user access to the Provider User Group permissions, follow these instructions:


  1. Click Administrative Options.
  2. Click Provider User Manager.
  3. Click Manage Providers.
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  4. Select the Provider.
  5. Click Manage.
  6. Click Manage User Groups.
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  7. Select the User Group.
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  8. Click Manage.
  9. Click Assign Users.
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  10. Select the user.
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  11. Click Save.
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At this point, the user group has been created, the provider has been granted access to the same permissions as the user group, and the user has been granted access to the user group. The user now has the access to those permissions in that provider.


Click here to download these instructions.

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