44 articles
Understanding Sites and Programs (Role-Based Permissions)
How do I add a new site? (Role-Based Permissions)
How do I edit an existing site? (Role-Based Permissions)
How do I add a new program? (Role-Based Permissions)
How do I edit an existing program? (Role-Based Permissions)
How do I change sites or programs?
How do I deactivate a site or program? (Role-Based Permissions)
Understanding Record Program Assignment (Role-Based Permissions)
How do I edit a form's program assignment settings? (Role-Based Permissions)
How do I edit a record's program assignment? (Role-Based Permissions)
How do I edit record assignments in bulk? (Role-Based Permissions)
How do I undo bulk record assignments?
What is Program Roll Up and Roll Down?
Understanding Caseloads (Role-Based Permissions)
How do I set up a Form for Caseloads? (Role-Based Permissions)
How do I restrict user access to their Caseloads? (Role-Based Permissions)
How do I assign a participant to a Caseload? (Role-Based Permissions)
How do I edit a Caseload? (Role-Based Permissions)
How do I view my Caseload? (Role-Based Permissions)
Understanding Sites and Programs (Legacy Permissions)
How do I add a new site? (Legacy Permissions)
How do I edit an existing site? (Legacy Permissions)
How do I add a new program? (Legacy Permissions)
How do I edit an existing program? (Legacy Permissions)
How do I copy or move a program? (Legacy Permissions)
How do I deactivate a site or program? (Legacy Permissions)
Understanding Permission Sets (Legacy Permissions)
How do I create a permission set? (Legacy Permissions)
How do I grant users access to Forms? (Legacy Permissions)
How do I grant users access to Reports? (Legacy Permissions)
How do I grant users access to Bulletins? (Legacy Permissions)
How do I grant users access to Shared Files? (Legacy Permissions)
How do I grant users access to Referrals? (Legacy Permissions)
How do I delete a permission set? (Legacy Permissions)
Understanding Record Program Assignment (Legacy Permissions)
How do I edit a form's program assignment settings? (Legacy Permissions)
How do I edit a record's program assignment? (Legacy Permissions)
How do I edit record assignments in bulk? (Legacy Permissions)
Understanding User Record Level Access (Legacy Permissions)
How do I apply User Record Level Access to a permission set? (Legacy Permissions)
How do I assign records to a user? (Legacy Permissions)
Understanding Program IP Restrictions (Legacy Permissions)
How do I add a Program IP restriction? (Legacy Permissions)
How do I log in under a Program IP restriction? (Legacy Permissions)