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.
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



