Groups provide a streamlined way to manage user access by allowing all members within a group to be assigned specific service user roles. This enables them to view essential information such as visit details and activities.
Add employees
To add employees to groups, follow these simple steps:
Click the three-line menu.
Click Configuration, then click Groups.
Select the relevant group.
Click Edit.
Unser the employee section, add the employee.
Click Update.
Remove employees
To remove employees from a group, follow these steps:
Click the three-line menu.
Click Configuration, then click Groups.
Select the relevant group.
Click Edit.
Under the employee section, locate the employee.
Click the X on the employee's name.
Click Update.