Add a new group

⚠️Note first that you must have administrator rights in order to create a group.

Create a group

1. Go to the "Groups" tab;
2. Click on the "+ Create a group" button at the top right of the page.

• You will have to assign a name;
• Choose the branch (if applicable);
• Assign the group to a professional;
• Click on create group.

N.B.: Even if they are added to a group, clients keep their individual files as well.

Group confidentiality

Groups are always confidential. Members of a group do not see who the other members of that group are.

Further information

• To know the usefulness of a group, click here.

• To add client to a group, click here.

• To add professionals as stakeholders in a group, click here.