Using Groups to Control System Access

User groups can be created to make it easier to set-up and assign access in the Stratus Cloud ID Solution. Groups allow you to select specific staff who have different access than System Administrators.  You can define which menus and options the staff see when they log into the system.

NAVIGATION: SYSTEM menu > Admin Tools > Group Setup

  1. In the GROUP NAME field, type the name of the group (i.e., administration, direct care staff, etc.)
  2. In the GROUP DESCRIPTION field, type a description for the group.
  3. In the USER ASSIGNMENT section, a list of the users set-up in the system will appear. Select the users that should be part of the group by placing a check mark in the box before the name.
  4. Click SAVE at the top of the screen.

Once the user groups are created, you can define the system menus that the group users will have access to in the system.

NAVIGATION: SYSTEM menu > Admin Tools > Group Menu Rights

  1. In the GROUP NAME field, type the group name or click the BROWSE button to view the list of groups.
  2. Click the LOAD GROUP RIGHTS INFORMATION icon.
    1. The list of menu options will appear.
    2. The menu name will be bold if the group has rights to any of the items within it.
  3. Select the menu to which you want to assign menu rights for the group.
    1. A list of menu options will open below the menu name.
    2. If there are menu options below any of the items listed, you will see a black triangle next to the option.
    3. Click the black triangle to see the complete list of submenus.
  4. To give the group access, select each menu, sub-menu, or individual options. Items assigned to the group will be bold.
  5. To remove a menu, sub-menu, or individual option from the group, select it, then uncheck the ENABLE ITEM check box.
  6. Once all menus, sub-menus, or individual options are assigned for the group, click SAVE.

TIP: If a user has access to a menu either under User Menu Rights or Group Menu Rights, they will be able to access that menu in the system. If you are setting up Group Rights after individual User Rights have already been established, re-check the individual rights and deselect any menus as appropriate.

2/2023

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