The HMIS Administrator’s Guide: Roles, Projects & System Oversight

A practical guide for HMIS administrators covering project setup, user roles, picklists, vendor management, and system oversight.

Updated August 29, 2025

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HMIS System Administrators are the backbone of a community’s data system, ensuring accuracy, security, and functionality for every agency that uses it. From setting up projects and configuring picklists to managing user permissions and coordinating with vendors, administrators play a critical role in keeping HMIS reliable and compliant.

This course provides a practical, step-by-step guide to HMIS administration. You’ll learn how to configure projects, manage system roles, and prepare for vendor releases — while also developing strategies to support agencies and maintain a stable, well-functioning system.

What You’ll Learn

  • The responsibilities and daily role of an HMIS administrator
  • How to set up projects and configure HMIS workflows
  • Managing user accounts, roles, and permissions securely
  • Configuring and maintaining picklists for accuracy and ease of use
  • Best practices for vendor management and issue escalation
  • Preparing for release testing and system updates
  • Supporting agencies and maintaining system stability

Course Content

The Role of the Administrator
What It Means to Be an HMIS Administrator
Key Responsibilities & Daily Oversight
System Setup & User Management
Managing Roles, Permissions & User Security
Setting Up Projects & Configuring Workflows
Configuring & Maintaining Picklists
Oversight, Vendors & Updates
Working with Vendors – Communication & Escalation
Preparing for Release Testing & System Updates
Wrap-Up
Lesson 8: Case Study – Project Setup & Data Visibility
HMIS Administrator’s Knowledge Check