New! People and Groups

Users and Groups are now being combined into one People and Groups setting in the system.

So what exactly is new? 

• Blueprints
  • Categories are being replaced with Bueprints but it is the same concept:
  • This tab allows admins to manage the blueprints and their structure for an institution.
  • This includes:
    • Ability to access the Blueprints page to see a list of all the blueprints in their system and the hierarchy of those blueprints
    • Ability to add a new blueprint from this page
    • Ability to select a blueprint to see a list of all the groups that are using that blueprint
      • Ability to search this list or add a new group to this list
    • Ability to click the edit icon next to a blueprint to access the blueprint
    • Ability to search the list of blueprints to find a specific one
• Blueprint Details page
  • These pages are how somebody would edit the structure of a specific blueprint.
    • Ability to change the name of the blueprint
    • Ability to give the blueprint a parent
    • Ability to add a group directly from the blueprint
    • Ability to delete a blueprint
    • Ability to set up the roles that will be used by the groups in this blueprint
    • Ability to set up the fields that will be used by the groups in this blueprint
    • Ability to see the history of the changes made to the blueprint
      
      
      
• Groups
  • This tab allows people to manage groups for an institution.
    • Ability to see, search and sort a list of all the groups in the system
    • Ability to click into a specific group to edit it
    • Ability to select 'show hierarchy' to click through the hierarchy of the groups to find a specific one.
    • Ability to create a new group from this page
• Groups Details Page
  • These pages are how somebody would edit the structure of a specific group.
    • (NEW) Ability to assign administrators to this group to administer the group
    • Ability to give the group a name
    • Ability to give the group a parent group
    • Ability to see the blueprint that the group belongs to
    • Ability to access the blueprint that the group belongs to
    • If a user has been assigned as an administrator to the group then they will be able to edit the group.
    • Ability to create child groups of this group.
    • Ability to delete the group
    • Ability to add users to the roles for this group
    • Ability to add roles specific to this group
    • Ability to add values to the fields in this group
    • Ability to see the history of this group
      
      
      
      People
    • We are calling 'users' 'people' now
    • Managing people is combined with managing groups. People will appear in the People and Groups setting.