Group Feature Walk-Through
To access the Groups feature, please go to Settings ⚙️> Groups.
From the Groups homepage, you can manage and view all of your existing groups.
Members will be sorted into groups based on the tags associated with their accounts.
Once a member falls into a group, they will not be placed into any groups below that group, even if they meet a lower-ranked group's criteria.
As such, it is important to arrange your groups in order of access, with the least access to the Hub at the top and the most access at the bottom.
Arranging your groups
When you first open your Groups page, the groups will be arranged based on two general rules:
-
Groups with the most restrictions will be placed at the top of your list
-
Groups with the most "Hub Access" will be placed near the bottom of your list
From the Groups homepage, each group will have two numbers associated with it: Total Users and Actual Users.
- Total Users shows the number of users in your Hub whose profiles contain the tags allowed in this group.
- Actual Users show the number of people in the group and will fluctuate depending on the group's priority.
Create A New Group
From the Groups homepage click New Group to begin the process.
Edit Your Group
From here, you can create/edit rules for your group and change the name, color, and description of your group.
Create A Rule
When you add tags to a group, you give this group's actual users the ability to access the features in the Hub that are check marked on this page.
To add tags to a group, click New Rule.
Next, click the arrow next to Select User-Type, then choose the option that best fits your objective.
From here, you can select the tag parameters you would like to use.
Finally, click and drag tags from the Tag panel on the right-hand side of the page into the Drop Tags Here box. The tags will look something like this when you've added them to the rule:
If you select Extra Options, you can define permissions even further by utilizing an And/Or without the tags option. Once you've clicked and dragged these tags onto the Drop Tags Here box, the rule will look something like this.
If you would like some advice on which tags Group/Tag pairings make the most sense and what features each group should have access to, this table may help!
GROUP |
FEATURES |
TAGS |
Financial Group |
|
|
New Patient/Lead Group |
|
|
Kids Club |
|
|
Practice Ambassadors |
|
|
Inactive/Retention |
|
|
Active |
|
|
Non-Grouped Users These tags are not typically sorted into any groups |
|
Once you have Tags and Groups set up, please navigate to Settings ⚙️>Access Control to manage member permissions. Please click here for instructions.