Groups

Overview Groups are a business unit of accounts that are managed by a common administrator. Every account must be a member of a group, and only one group. A group might be a single long-term care community, a single in-home care company, or a single vendor managing and providing supports for multiple accounts.

Add a New Group Screen

Creating a Group

Groups can be created by users who have a role of Distributor Admin or above. To add a new Group:

• Click the "Manage Groups" button on the Dashboard.
• Click the "Actions" tab.
• Click the "Add a new Group" button.
• Enter a name for the Group, then select a Distributor.

These two fields are required.

• Enter the remaining information.

Note that the email address entered receives alert messages when system status for any group member changes to "down" or "up".

It's recommended to use an email address for an email distribution list as the Group email, rather than an email address for a single person.

• Click the "Save Group" button.
  
  

Group Management Features

To manage a Group:

• Click the "Manage Groups" button on the Dashboard.
• Click the Group you wish to manage.
• Click the appropriate tab:
  
  

Info Tab - Click the Info tab to: View general information about the Group, including the Group's address and distributor View the log of Group activity

Accounts Click the Accounts tab to:

• View general information about the Group, including the Group's address and distributor
• View the log of Group activity