Create Group

Groups let you organise users or consultants (for example by department or role). You can then assign permissions or filter views by group.

Create a group

In organisation management, open the area for groups and select the option to create a new group. Give the group a name and add members as needed.

You should see a form for group name and a way to add members. Submit to create the group.

Using groups

Once a group exists, you can assign users to it and use it to filter the dashboard (for example by consultant or team).

Use the group in dashboard filters (e.g. clinic or consultant) to see only that group's records.

Next steps

Add a new clinic to your organisation.

View and manage patient information.