⚠️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 add professionals as stakeholders in a group, click here.
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