Groups window – Privileges tab

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Path: Administration>Configuration>Groups

With the Privileges tab, you can define the application-level security privileges that apply to all members of the group. The Privileges tab has two subtabs: Privileges and Roles. The Privileges tab allows you to define operator privileges and roles.

The Group window displays one general Privileges tab and a number of business unit privileges tabs, which depends on the quantity of business units assigned to certain user group.

You can use the Groups window – Privileges: [business unit] tab to define Netsmart Homecare operator, application components, windows and window groups privileges and roles.

Groups window – Privileges tab – Privileges subtab

With the Privileges subtab, you can define operators privileges. This subtab is identical to the Privileges tab in Administration>Configuration>Operators, except the privileges defined here apply to all members of the group selected in the left-hand grid.

You can select whether all members of the selected group can do the following:

Can work in field mode
Can also work in host mode
Can synchronize document library

Define Privileges

When you select an element in the Category tree, the Define Privileges grid appears to the right of the Category section. You can define what kind of privileges will be available for the group. The grid consists of 4 columns:

Policy Name – Displays the structural elements of the item selected in the Category tree. You can define privileges for the most detailed application constituents.
Access Type – Displays the possible access types.
Allow – Select to apply the corresponding access type to the appropriate application element.
Deny – Select to deny the corresponding access type to the appropriate application element.

Note: You can drag each of the column headers to the top of the grid to group the information according to that column.
You can also use the following buttons to work with access granting: Allow All, Clear All, Deny All.

Groups window – Privileges tab – Roles subtab

With the Roles subtab, you can apply roles and their associated privileges to the members of a group. Adding security roles to a group allows assigning users without assigning specific security roles to the user. Users in the group inherit all roles assigned to the group, along with security roles already assigned to the user.

Security roles are defined in Administration>Configuration>Roles. For more information on security roles, see Roles.

Role List

The Role List grid consists of three columns:

Name – Displays the name of the role.
Description – Displays the role description.
Use – Select to assign the corresponding role to every member of the selected group.

Note: All users added to a group inherit all roles defined for the group. Roles and their security privileges are defined in Administration>Configuration>Roles.

Associated page

Groups window