Groups are beneficial as they allow you to assign policies to specific staff groups. For instance, you may have a policy that you only want to be assigned to Management but not Segregation or Transportation.
By setting up these groups, you can easily assign documents to groups within a few clicks, instead of having to individually select each staff member every time you publish a policy.
Create a Group
To manage groups, select Admin from the left, then Groups.
On the Group Management page, select CREATE NEW.
Enter a Group Name (e.g. “Reception”, “Nurse”, “Administration”, “Doctor”) and press SUBMIT.
(Description is optional)
Edit a Group
Hover over a group name, and select the 2nd icon ("Manage Staff") on the right to assign staff members:
Enable Show available staff members to see a list of available staff members on the left-hand side:
To add a staff member to the group, select their name to highlight from the right Staff members column them and press Add at the top.
The staff member will be added to the group, and you'll see them on the left-hand side:
On the main Group Management Page, you'll also see a Member Count total update:
Remove a User from a Group
Within the Group management page, hover over a staff member, and select the bin icon to remove the user from the group:
A prompt will show asking you to confirm you’d like to remove the user: Press Yes to confirm or Cancel.