User Groups: Quick Guide

User Groups let you assign Tasks, Clinical Actions, or Work Lists to a group of users instead of a single individual. This article covers creating a User Group and adding users to one.

Contents:

1. Creating a User Group
2. Adding a User to a User Group

Creating a User Group

User Groups let you assign Tasks, Clinical Actions, or Work Lists to a group instead of an individual. When a member of the group marks a Task or Clinical Action in a Work List as Complete, this will update the Status of that activity to Complete for all other members of the group too. This allows you to assign activities to groups of users without risk of double-handling.

1. Go to More > Settings and select User Groups.

   

2. Select User Groups again.

   

3. Select New User Group.

   

4. In the dropdown, choose Activity Group.

   

5. Enter a desired name for the group, then click Save.

   

Adding a User to a User Group

1. Click More to reveal a drop-down list.
2. Click Settings.

3. Click Subscription Details.

   

4. Click Users.

   

5. This will open a list of all Users. Click the tick box and click Edit, or simply click the name of the user you wish to add to a User Group.
    
6. This will open the Details section of their Settings. If the user's name does not appear on the list, you will have to search for them.
    
7. In the User Groups field, type in the name of the User Group/s you wish to add this User to, then select the group name where it appears.
    
8. Click Save to save your changes.
    

Further Reading

• User Management, Profile & Preferences