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Classification/Groups/Users

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Vendor Tab

It would be helpful if there could be a tab created under the users tab for vendors specifically, we do not wish for them to have access to the system, but instead, a place for us to keep vendor information such as COI's, contact information or He...
Guest about 2 months ago in Classification/Groups/Users 1 Being Reviewed

Viewing Insurance Files

When you click on "View File" for a group, it opens in the same tab. It wold be great if it opened in a modal or even a new window. The rest of the site functions like this and I find myself closing the tab or window and of course having to log ba...
Adam Rosencrantz about 2 months ago in Classification/Groups/Users 0 Being Reviewed

Creating New Group - Existing User

If I am in creating a new group, and the manager is already in the system, why can't I just select them? Just like the new(ish) feature when adding a manager to an existing group, it makes sense to be able to select from existing users.
Adam Rosencrantz about 1 month ago in Classification/Groups/Users 0 Being Reviewed

Hide Classification from selection

Would like the ability to create a classification that is hidden to only Admin but users can be added to. This would allow us to put admin in a classification without the rest of the people/ groups.
Guest 3 months ago in Classification/Groups/Users 0 Being Reviewed

allow page jumping or searches on group manager lookup

the group manager page on Manage groups only lists a small list of individuals, so if the groups are a shared group for the district and we need to make changes, we have to manually go through the pages to get to edit the group manager settings. w...
Dan Grassel 3 months ago in Classification/Groups/Users 0 Being Reviewed

"Receive Individual Request Approved Emails" checkbox available at Manage User level

This can only be checked off when impersonating the user, so it would be much better to allow for admins to be able to check/uncheck this box when needed.
Dan Grassel 3 months ago in Classification/Groups/Users / Notifications 0 Being Reviewed