⚠️Note first that you must have administrator rights in order to create a group.
Create a group
Go to the "Groups" tab;
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.
Groups are always confidential. Members of a group do not see who the other members of that group are.
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.