Users

This is a template to guide the project team through the configuration of Security Groups, Teams, Organisations and the set up and maintenance of Users within the Digital CHC product. 

1. Security Groups

Security Groups can contain a collection of users, and it is the Security Group itself that is granted permission(s) for the system.

All users need to be assigned to at least one Security Group. Security Groups are configurable.

To create a Security Group, click on Create (in top right-hand corner):

Type in the name of the Security Group and click on the “Create” button underneath:

Once the Security Group has been created, click on the name of the Security Group and this will drill you down into the Group Detail:

Click on the “Manage permissions” button:

For each Security Group you can set the permissions accordingly by clicking on the actions users in that Security Group can take.

2. Teams

Users can be assigned to Teams which can be used to control which cases users have access to in the Backoffice system.

Teams can also be used to filter search results for cases by on the Workflow screen:

Creating Teams

To create a new Team click on the “Create” button in the top right-hand corner:

Type in the name of the Team and then click on the “Create” button underneath. This will take you back to the list of Teams including the one you have just created.

3. Organisations

Organisations can be recorded against users e.g. Local Authority.

Click on the Organisation and this will drill down into the screen that lists the Members of that Organisation:

To create a new organisation, click on the create button in the top right-hand corner of the Organisation screen:

And then enter the name of the Organisation and click on the Create button beneath:

4. Users

All Users are created and maintained here.

Click on Create (in top right-hand corner):

Type in the new user’s details and click on “Create”. This will take you back to the list of users. Click on the new user’s name which will drill you down into the User Detail:

You will need to assign the user to at least one Security Group. Click on the “change” button underneath Security group membership:

Select the Security Group(s) and then click on the “Save changes” button.

In addition, you can assign the user to a Team. Click on the “Change” button underneath Team Membership:

This will list the Teams that are set up in your environment.

Click to select the Team(s) the user should be assigned to and then click “Save changes”.

You can also assign the user to an Organisation or a CCG using the drop-down lists:

Once assigned, click on the “Save” button at the bottom of the screen.