Using Groups to Control Menu Access

User Groups allow you to control system access for multiple users at once. Instead of setting permissions individually, you can assign users to a group and define what menus and features they can access.

Group Setup

NAVIGATION: SYSTEM menu > Admin Tools > Group Setup

1. In the GROUP NAME field, enter the name (i.e., administration, direct care staff, etc.)
2. In the GROUP DESCRIPTION field, enter a brief description.
3. In the USER ASSIGNMENT section, select users to include in the group (check the box next to each name)
4. Click SAVE 
   

Once the group is created, assign what menus and features users can access.

NAVIGATION: SYSTEM menu > Admin Tools > Group Menu Rights

1. In the GROUP NAME field, select the group
2. Click the LOAD GROUP RIGHTS INFORMATION icon.
3. Review the list of menu options.
4. To assign access, click on a menu or sub menu.
   1. Select items to grant access (assigned items will appear bold)
5. To view submenus, click the black triangle next to a menu item
6. To remove access, select the item and uncheck Enable Item
7. Click Save

4/2026

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