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.