Changes for page Client Access Groups
Last modified by Megan Kahl on 2022/01/28 11:47
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Uploaded new attachment "1643370187450-941.png", version {1}
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... ... @@ -1,5 +1,5 @@ 1 1 (% style="text-align: center;" %) 2 -(% style="color: #2980b9; font-size:28px" %)**CLIENT ACCESS GROUPS**2 +(% style="color: rgb(41, 128, 185); font-size: 28px" %)**CLIENT ACCESS GROUPS** 3 3 4 4 5 5 ... ... @@ -11,22 +11,13 @@ 11 11 (% style="text-align:center" %) 12 12 [[image:Client Access Groups_html_8cba33b1e8c9fa24.gif||height="128" width="463"]] 13 13 14 -{{info}} 15 -(% style="break-before: page; text-align: center;" %) 16 -(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS** 17 17 18 18 19 -{{toc/}} 20 20 21 - 22 -{{/info}} 23 23 24 -(% style="break-before: page; text-align: center;" %) 25 - 26 26 The Client Access Groups function allows users access to a list of clients, without needing to grant each user access to each client manually. 27 27 28 - 29 -(% style="break-before: page; text-align: center;" %) 20 +(% style="text-align: center;" %) 30 30 == (% style="color:#2980b9" %)**Creating Client Access Groups**(%%) == 31 31 32 32 ... ... @@ -33,19 +33,21 @@ 33 33 34 34 Go to the Administration Menu at the top of the screen. Select Static Settings and then Client Access Groups. 35 35 36 -(% style="text-align:center" %) 37 -[[image:1643370087321-272.png||height="595" width="394"]] 38 38 28 +[[image:Client Access Groups_html_4d3f5857c7056b5f.png||height="367" width="237"]] 39 39 40 40 The screen that opens will reflect all Client Access Groups already loaded on the system. To add a new Client Group, click on “Click here to add a new row” and populate the Group Description field. 41 41 42 42 43 -(% style="text-align:center" %) 44 -[[image:1643370138526-928.png]] 33 +[[image:Client Access Groups_html_fc616048c37c769b.png||height="120" width="489"]] 45 45 46 46 47 47 48 -(% style="break-before: page; text-align: center;" %) 37 + 38 + 39 + 40 + 41 +(% style="text-align: center;" %) 49 49 == (% style="color:#2980b9" %)**Adding Clients to a Client Access Group**(%%) == 50 50 51 51 ... ... @@ -52,54 +52,45 @@ 52 52 53 53 Double click on the __Clients__ hyperlink next to the Client Access Group you want to add clients to. If any clients have already been added to the group, they will appear on this screen. To add new clients click on the dropdown and the list of available clients will appear. Click on the client to add it to the group. 54 54 55 -(% style="text-align:center" %) 56 -[[image:1643370163574-589.png]] 48 +[[image:Client Access Groups_html_c3c7025656bcfd6d.png||height="79" width="487"]] 57 57 50 + [[image:Client Access Groups_html_9fcce0ddee24149a.png||height="291" width="292"]] 58 58 59 -(% style="text-align:center" %) 60 -[[image:1643370187450-941.png]] 52 +Once done press the “**Save**” button. 61 61 54 +[[image:Client Access Groups_html_4a5ea09c64620aa0.png||height="124" width="484"]] 62 62 63 -Once done press the(% style="color:#2980b9" %)** “Save” **(%%)button. 64 64 65 -(% style="text-align:center" %) 66 -[[image:1643370212623-452.png]] 67 67 68 68 69 69 70 -(% style=" break-before: page;text-align: center;" %)71 -== (% style="color:#2980b9" %) **Allocating Users to Access Groups**(%%) ==60 +(% style="text-align: center;" %) 61 +== (% style="color:#2980b9" %)Allocating Users to Access Groups(%%) == 72 72 73 73 64 + 74 74 Go to the People Menu at the top of the screen. Select Client Access. 75 75 76 -(% style="text-align:center" %) 77 -[[image:1643370245438-312.png]] 67 +[[image:Client Access Groups_html_4d2e3fac1bdaf5.png||height="111" width="118"]] 78 78 79 79 80 -Double click on the (% style="color:#2980b9" %)__view__(%%)hyperlink next to the relevant User Name.70 +Double click on the __view__ hyperlink next to the relevant User Name. 81 81 82 -(% style="text-align:center" %) 83 -[[image:1643370267579-217.png]] 72 +[[image:Client Access Groups_html_21862d49babe5c0b.png||height="78" width="438"]] 84 84 85 - 86 86 Select the Client Access Groups Tab - the client groups that the user has access to will be displayed. 87 87 88 -(% style="text-align:center" %) 89 -[[image:1643370314330-334.png]] 76 +[[image:Client Access Groups_html_e3a98d3fb3c848ff.png||height="149" width="478"]] 90 90 78 +To add new clients groups to the user profile, click on “Click here to add a new row”. A drop down of available client groups will appear. Select the client access group to be added, and select the “Save” button. 91 91 92 - Toadd new clientsgroupsto the user profile, click on (% style="color:#2980b9" %)**“Click here toadd a new row”.**(%%) A dropdownof available clientgroups will appear. Select theclient accessgrouptobe added, and selectthe (% style="color:#2980b9"%)**“Save” **(%%)button.80 +[[image:Client Access Groups_html_f439d3aa108f0a1f.png||height="86" width="308"]] 93 93 94 -(% style="text-align:center" %) 95 -[[image:1643370337971-308.png]] 96 - 97 - 98 98 The User will now have access to all of the clients that are in the selected Client Access Group. 99 99 100 100 101 101 102 -(% style=" break-before: page;text-align: center;" %)86 +(% style="text-align: center;" %) 103 103 == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) == 104 104 105 105
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