Navigating User Groups as an Admin

The User Group module allows Admins to manage this on their own, while empowering group managers to have some added admin privileges to diffuse the responsibility of managing Salute data.

To Access the User Group Module from Administration

1. Locate the "Administration" module in the Management section on the right side of the page
2. Select "User Groups" from the Administration module landing page
3. From the User Group landing page, users can see the available groups. Note: Only system Admins can see all groups. Users with Group Manager access will only see the groups that they belong to

From this landing page, Users can either view a group to add users or create a new group by selecting “+ New User Group”. If an item is selected or added:

1. See the functionality available to be provisioned - there are four available Roles - Community User, Salute Portal User, Salute Portal Group Manager, and Salute Portal Admin User
   
2. Edit Role Functionality- typical options in these dropdowns are Disabled, View, Edit, Edit and Delete
   
3. View Group Members
4. View Assessment Types associated with this group

Editing User Access from the User Group Module

The new custom admin roles allow users to have select admin-like access to certain modules. This enables non-admin users to be able to view all items in a designated module and give them deletion abilities.

1. From the dropdown option, select which access you want the users under that Role to have. For example, the options for Permits will let users not view them at all (Disabled), be able to view and edit their user group Permits (Edit), and view all Permits (Edit, Delete).
   
   One exception to note: the Location module previously had a "View Only" option. in order to avoid any confusion, it has been kept as a fourth dropdown option when managing access to Locations. 
2. Admin users might decide to give all Salute Portal Users in a given User Group admin access for the module they specialize in. For example, users managing Portable Fire Extinguishers may need to view, edit, and delete all PFEs. With the added custom role, the PFE team members can have that access without needing full admin capabilities.
3. Another aspect of editing the User Groups shares the Dictionary management piece of the Administration module - selecting these checkboxes will give the users in the designated role the ability to manage and delete the dictionary drop-downs and user-defined fields relevant to their module specialty
   
   In the PFE example, those team members may need to have access to manage the Statuses and Types for the fire extinguishers.

To Access User Groups from the People Module

1. Locate the "People" module in the Inventory section on the left side of the page
2. Select the desired User by either: 
   
   1. Scroll through the pages manually
   2. Use the filters in the column headers at the top of the page
3. Navigate down the page until the "User Groups" section is present, here Users can: 
   1. See the User Groups People are members of
   2. Add a Person to a User Group
   3. Remove a Person from any of the User Groups they are members of