Roster management support in the Public view

The iMIS Public view and Web view have been enhanced so that users who set up a new account may associate their account with an existing organization in the database and so that certain users can be designated to edit all accounts associated with the organization. These features give greater control to individuals to manage their own company roster.

Search options when creating a new account

A new System Setup parameter is included in this release which allows users to associate their record with a particular company or organization when they sign up for an account through your public website. You can configure whether or not new accounts can search for and associate with an organization in the database. This setting is found in System Setup > Set up customer web components > Create account search.

Company administrator role allows roster management

Another new feature in this release is the ability to designate one or more individuals who belong to a particular company or organization as "company administrators". A user belonging to this role has the ability to view a new company roster in the iMIS Web view and Public view which lists all the records affiliated with their company. From this roster view, they can select individual records to view and update. They can also remove members from their company roster, and optionally can be given the ability to add new members to their company roster. The setup parameters pertaining to Roster Management are found in System Setup > Set up customer web components > Roster Management Configuration.