User Groups

User Groups can be created for organisations subscribed to the Gold subscription tier only.  Only Admin users can create, modify or delete user groups.

Users can be placed into one or more user groups to make it easier to restrict access to the following:

1. Clients (if Practice Management is enabled)
2. Reporting Modules
3. Reporting Entities

Creating user groups

To create a user group, click the user groups option in the main menu:

The following form will open:

Click on the + button on the top right of the table:

Provide a Group Name and select the individual users.  Please note it is also possible to add new users to user groups when a user is invited to share an organisation. See XXXXX.

Editing or deleting user groups

To edit or delete a user group - click the appropriate action button next to the user group: