Employees are added to groups, which then allows them to access service user case files as long as they are a part of the relevant roles. Groups can be used to group users which are a part of the same branch or area which can then be added to roles instead of adding all the employees separately.
Create groups
To create a group, follow these simple steps:
Click the three-line menu.
Click Configuration, then click Groups.
Click New Group.
Create a group name and add any employees.
Click Create.
Delete groups
To delete a group, follow these steps:
Click the three-line menu.
Click Configuration, then click Groups.
Find the relevant group.
Click Edit, then remove all employees by clicking the X.
Click Update, then click into the group.
Click Delete.
Unable to delete groups
Groups linked to Access People Planner or created manually may display a disabled delete button with a message: 'You must remove all Users and Groups from this group to delete it.' This is often caused by hidden terminated records.
It is not recommended to delete integrated groups because MINT recreates them via Mobizio integration. If a group has the same name as another, rename the one you want to keep, for example, by adding 1 before deleting the duplicate.
If you are still unable to delete your group or are facing a different error, please create a case for our support team and provide the group name and error.