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.

Community Membership Controls

Disabling a Community

Communities can be removed by users who have a role of Group Admin or above. Communities are disabled, rather than deleted, which means they can be re-activated in the future. To disable a Community:

Click the "Manage Communities" button on the Dashboard.
Click the Community you wish to disable.
Click the "Actions" tab.
Click the "Disable this Community" button.

Membership in a Community

Any users who have a role of Group Admin or above for the Community's Owner Group can add or remove Community members.

Groups - You can add entire groups to a Community, which will add every Account in the group to the Community.

- Every time a new account is added to a group that's in a Community, the account is automatically made a part of the Community.

- You can't remove individual Accounts from the Community if they were added as part of a group.

Accounts - Individual accounts can be added to a Community, although this is not typical.

Community Member Buttons

To add members to a Community:

Click the "Manage Communities" button on the Dashboard.
Click the appropriate Community.
Click the "Actions" tab.
Click either the "Add Groups to Community" button or the "Add Accounts to Community" button.
Select all the members you would like to add, then click the "Add" button.

To remove members from a Community:

Click the "Manage Communities" button.
Click the appropriate Community.
Click the "Group Members" button to remove groups, or the "Account Members" button to remove accounts.
Click the red "X" on the member you want to remove.

Note that you can't remove the Owner Group for a Community. You can only remove individual accounts that were added as individual accounts.

Community Content Screen

Community Content

Community content can be added and removed by any users who have a role of Group Communicator, Group Caregiver or Group Admin (or above) for groups that are in the Community. There are 3 types of content that can be added for Community members:

Community Calendar Events - events that will appear on the calendars for everyone in the Community.
Community Flyers - pdf's of informative flyers or other documents that will appear in the slide show for everyone in the Community.
Community Photos - photo albums of shared pictures that can be viewed by, and appear in the slide show, all Community members.