How to choose a workgroup and organization

Author: ICA | Date Created: May 5, 2025 | Date Updated: June 25, 2025

What this is

This article defines Workgroups and Organizations in HMIS and will help you to choose the correct ones before entering client data.

In this article

• Workgroup
• Organization
• Selecting your Workgroup & Organization

Workgroup

A Workgroup is a way of organizing groups of users that perform similar roles. Workgroups determine what you can see, do, and access in HMIS.

Depending on your role, you will have access to one or more of the following workgroups:

• HMIS Users (default role)
• Emergency Shelter Staff (includes the Facilities workspace)
• Shelter Reservation Team (for teams that reserve shelter beds for emergency shelters)
• Coordinated Entry Assessors (for conducting Coordinated Entry assessments)
• Priority List Managers (for overseeing Coordinated Entry systems)

Organization

An Organization is the agency, group of agencies, or part of an agency for which a user is entering data. The selected organization controls which programs/projects you can use and what client transaction data is visible.

Selecting your Workgroup & Organization

1. Click the icon with your initials in the upper-right corner:

   

2. Under Account Settings, select the Workgroup and Organization:

   

3. Click Apply.

When you are done

You are ready to begin data entry for the task at hand!