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public:gorev:permissionsgroups [2018/09/22 20:49]
sgriffin [GoRev Administrative Permissions and Groups Video Tutorial]
public:gorev:permissionsgroups [2020/05/09 23:01] (current)
mgriffin [13 : Editing and Deleting Permissions]
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 ====== GoRev Administrative Permissions and Groups Tutorial ====== ====== GoRev Administrative Permissions and Groups Tutorial ======
 Welcome to the GoRev Administrative Permissions and Groups Tutorial. In this tutorial, we will focus on the process of Navigating the Permission and Group features as an Administrator in GoRev.  Welcome to the GoRev Administrative Permissions and Groups Tutorial. In this tutorial, we will focus on the process of Navigating the Permission and Group features as an Administrator in GoRev. 
 +
 +**Note:** If you need assistance with a particular portion of this tutorial, please use the **Table of Contents** on the left hand side of this screen to navigate to the topic that you require. 
  
 ====== 1 : Navigating to the Permissions and Groups Window  ====== ====== 1 : Navigating to the Permissions and Groups Window  ======
 To begin, click on the “**Permissions**” button located in the System Management section of the Admin Toolbar.  To begin, click on the “**Permissions**” button located in the System Management section of the Admin Toolbar. 
  
-{{:public:gorev:step_1_permissions_and_groups_updated_gorev_homepage.png?800|}}+{{:public:gorev:step_1_navigate_to_the_permissions_button.png?900|}}
  
 ====== 2 : Creating a New User Group ====== ====== 2 : Creating a New User Group ======
 At this point, the Permissions and Groups window will appear on your device. In the event that you would like to **Create a New User Group**, first, begin by clicking on the “**New**” button in the **Security Groups** section of this window.  At this point, the Permissions and Groups window will appear on your device. In the event that you would like to **Create a New User Group**, first, begin by clicking on the “**New**” button in the **Security Groups** section of this window. 
  
-{{:public:gorev:step_2_new_group_button_updated_image.png?800|}}+{{:public:gorev:step_2_create_a_new_security_group.png?900|}}
 ====== 3 : Entering Group Name and Description  ====== ====== 3 : Entering Group Name and Description  ======
 After the Add New Group window becomes visible, please enter the **Group Name and Description** into the corresponding fields provided.  After the Add New Group window becomes visible, please enter the **Group Name and Description** into the corresponding fields provided. 
  
-{{:public:gorev:step_3_add_new_group_window_updated_image.png?800|}}+{{:public:gorev:step_3_enter_the_new_name_and_description.png?900|}} 
 + 
 + 
 +==== Selecting the Super Admin Checkbox ==== 
 + 
 +Now, if you would like the new **User Group** to only be accessible to **Super Admins**, please click on the **Super Admin Checkbox** provided.  
 + 
 +{{:public:gorev:step_3_part_2_enable_the_super_admin_checkbox.png?900|}}
 ====== 4 : Saving the New Group ====== ====== 4 : Saving the New Group ======
 Once you are finished, click on the “**Save New Group**” button in this window.  Once you are finished, click on the “**Save New Group**” button in this window. 
  
-{{:public:gorev:step_4_save_new_group_updated_image.png?800|}}+{{:public:gorev:step_4_now_save_the_new_group.png?900|}}
 ====== 5 : Defining Group Permissions ====== ====== 5 : Defining Group Permissions ======
 Now, in order to **Define the Permissions** for the newly created **User Group**, begin by selecting the group from the **Security Groups List** on your screen.  Now, in order to **Define the Permissions** for the newly created **User Group**, begin by selecting the group from the **Security Groups List** on your screen. 
  
-{{:public:gorev:step_5_select_clinical_staff_group_define_permissions_updated_image.png?800|}}+{{:public:gorev:step_5_select_the_newly_created_security_group.png?900|}}
 ====== 6 : Selecting the Required Group Permissions ====== ====== 6 : Selecting the Required Group Permissions ======
 Next, please select the required **Permissions** from the **Permissions List** in this window.  Next, please select the required **Permissions** from the **Permissions List** in this window. 
  
-{{:public:gorev:step_6_select_permissions_updated_image.png?800|}}+{{:public:gorev:step_6_next_select_the_required_permissions.png?900|}}
 ====== 7 : Adding a New Permission to the System  ====== ====== 7 : Adding a New Permission to the System  ======
 If you need to **Add a New Permission** to the system, first, begin by clicking on the “**New**” button in the **Permissions** area of this window.  If you need to **Add a New Permission** to the system, first, begin by clicking on the “**New**” button in the **Permissions** area of this window. 
  
-{{:public:gorev:step_7_adding_a_new_permission_updated_image.png?800|}}+{{:public:gorev:step_7_click_new_to_add_a_new_permission.png?900|}}
 ====== 8 : Entering Permission Name and Description ====== ====== 8 : Entering Permission Name and Description ======
 After the Add New Permission window becomes visible, please enter the **Permission Name** and **Description** into the fields provided. After the Add New Permission window becomes visible, please enter the **Permission Name** and **Description** into the fields provided.
    
-{{:public:gorev:step_8_add_new_permission_window_updated_image.png?800|}}+{{:public:gorev:step_8_part_1_enter_the_permission_name_and_description.png?900|}} 
 +==== Selecting the Conflicting Checkbox ==== 
 + 
 +In the instance that the **New Permission** conflicts with an existing permission, please select the **Conflicting** checkbox on your screen. 
 + 
 +{{:public:gorev:step_8_part_2_select_the_conflicting_checkbox.png?900|}}
 ====== 9 : Saving the New Permission ====== ====== 9 : Saving the New Permission ======
 Now, in order to finalize the creation of the **New Permission**, click on the “**Save Permission**” button in this window.   Now, in order to finalize the creation of the **New Permission**, click on the “**Save Permission**” button in this window.  
  
-{{:public:gorev:step_9_save_permission_updated_image.png?800|}}+{{:public:gorev:step_9_save_new_permission.png?900|}}
  
 ====== 10 : Using the Search Field ====== ====== 10 : Using the Search Field ======
 At this point, the **Newly Created Permission** will be present in the **Permissions List** of the Permissions and Groups window. If you have difficulty locating the **Newly Created Permission**, please use the **Search Field** in this window to aid in your search.  At this point, the **Newly Created Permission** will be present in the **Permissions List** of the Permissions and Groups window. If you have difficulty locating the **Newly Created Permission**, please use the **Search Field** in this window to aid in your search. 
  
-{{:public:gorev:step_10_search_field_permission_area_updated_image.png?800|}}+{{:public:gorev:step_10_use_the_search_field_to_locate_the_permission.png?900|}}
 ====== 11 : Altering Group's Description ====== ====== 11 : Altering Group's Description ======
 In the event that you need to **Alter an Existing Group’s Description**, first, begin by selecting the **Group** that you require from the **Security Groups List** on your screen.  In the event that you need to **Alter an Existing Group’s Description**, first, begin by selecting the **Group** that you require from the **Security Groups List** on your screen. 
  
-{{:public:gorev:step_11_select_a_group_to_alter_description_updated_image.png?800|}}+{{:public:gorev:step_11_part_1_select_a_security_group_to_edit.png?900|}}
  
-Then, click on the “**Edit Description**” button in this window and **Edit the Description** to your satisfaction.  +Then, click on the “**Edit Group**” button in this window and **Edit the Group Description** to your satisfaction. 
- +
-{{:public:gorev:step_11_part_two_edit_description_button_updated_image.png?800|}}+
  
 +{{:public:gorev:step_11_part_2_edit_the_group_description.png?900|}}
  
  
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 In addition to **Editing Existing Groups**, you, also, have the ability to **Delete Groups** from the GoRev system. To begin, click on the **Required Group** in the **Security Groups** section of the Permissions and Groups window.  In addition to **Editing Existing Groups**, you, also, have the ability to **Delete Groups** from the GoRev system. To begin, click on the **Required Group** in the **Security Groups** section of the Permissions and Groups window. 
  
-{{:public:gorev:step_12_select_a_group_to_delete_updated_image.png?800|}}+{{:public:gorev:step_12_part_1_select_a_security_group.png?900|}}
  
 Then, click “**Delete**”. Then, click “**Delete**”.
  
-{{:public:gorev:step_12_part_2_delete_group_button_updated_image.png?800|}} +{{:public:gorev:step_12_part_2_delete_the_selected_group.png?900|}}
  
  
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 Lastly, if you need to **Edit the Description** of or **Delete** a **Selected Permission** from the system, please use the “**Delete**” and “**Edit Description**” buttons in the **Permissions** area of this window to make the necessary changes. Lastly, if you need to **Edit the Description** of or **Delete** a **Selected Permission** from the system, please use the “**Delete**” and “**Edit Description**” buttons in the **Permissions** area of this window to make the necessary changes.
  
-{{:public:gorev:step_13_delete_or_edit_existing_permission_updated_image.png?800|}}  +{{:public:gorev:step_13_edit_or_delete_a_permission.png?900|}}
  
 ====== Additional Resources ====== ====== Additional Resources ======
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 ==== GoRev Support Team ==== ==== GoRev Support Team ====
  
-If you have any additional questions or concerns regarding the **Navigation of the Permission and Group Administrative Features in GoRev**, please contact the **GoRev Support Team** at **1-(832)-658-2209 )**. +If you have any questionsconcerns, or problems regarding the usage of the **Permissions and Groups** module as an **Administrator** in GoRev, please contact the **GoRev Support Team** by submitting an **IT Support Ticket**, by phone  
 + 
 +at **1-(317)-794-3900**, and/or by email at **[[ask@gorev.com|ask@gorev.com]]**.  
 + 
 +**Note:** Always submit an **IT Support Ticket** detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue.  
 + 
 +If you are not sure how to submit an **IT Support Ticket** in GoRev, please see the [[public:gorev:itsupportticketcreation|GoRev IT Support Ticket Creation Tutorial]] for assistance
  
 [[:public:GoRev:start|Back to GoRev Guides]] [[:public:GoRev:start|Back to GoRev Guides]]
  
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