The following frequently asked questions provide details on the most commonly asked about pieces of the Update user Group feature.  Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.

What is the Local CoC Admin user group used for, and how are properties configured for group members?

Who has the ability to create user groups in a multi-agency or HMIS database?

What is the Local CoC Admin user group used for, and how are properties configured for group members?

The Local CoC Admin user group is available in divisional and HMIS databases.  It enables the agency to specify users who have been given access to oversee an entire Continuum of Care (CoC). 

User properties for members of the Local CoC Admin group are accessed via the Update User Group feature by completing the following steps:

1. Click Administration from the left-hand menu, and then click System Setup.  The System Setup fly-out menu displayed.
2. Click Login Maintenance, and then click Update User Group.  The User Group Update page is displayed.
3. Click the Current User Group drop-down arrow and select the user whose properties are to be updated.
4. Click the New User Group drop-down arrow and select "Local CoC Admin," even if the worker is already in that user group.
5. Click APPLY UPDATE.  The Local CoC Admin User Properties page is displayed.
6. Configure the fields and options on this page as needed:

  Designated County / Continuum of Care - Select at least one CoC and/or County to limit the user's access to.

  Aggregate Data View - If the user should not be able to see any individual detail and instead be limited to viewing aggregate data only, click this checkbox.

  Permitted Actions - Specify the action(s) the user is permitted to complete within the selected CoC and/or County.

  TIP: If you know that the permitted actions are the only item you need to update, click Local CoC Admin Properties in step 5 instead of Apply Update.

7. Click UPDATE to save your changes.

The update process is now complete.

Once a Local CoC Admins has been configured, he/she can see data for all programs that only have clients in his/her own CoC.  If a program is in multiple CoCs, some reports will filter clients based on "Client Location" so that only those clients and their household members assigned to the Local CoC Admin's own CoC are included.  Other reports exclude programs located in multiple CoCs.  Those for which the filter are in place are as follows:

- AHAR
- Supportive Services Delivery Report
- Service Contacts ReportBuilder
- HMIS ReportBuilder
- HMIS History ReportBuilder
- Demographics ReportBuilder
- Household ReportBuilder
- Program Profile Report
- System Performance Measures Report

  NOTE: All persons in a household are considered to have the same Client Location.

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Who has the ability to create user groups in a multi-agency or HMIS database?

Only continuum staff see the Configure User Groups feature in databases that contain more than one agency.

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