Managing user groups

You can manage an existing user group by modifying it as necessary.

Note: You must have the Create/Update User Group security right.

To manage a user group

1. On the User Groups page, under Available Groups, select a user group to open it.

   

2. Complete any of the following:

   • Change the name of the user group

     1. Modify the name in the Group Name field.

   • Change the group purpose

     1. ClickTap the Group Purpose field and select or deselect check box(es) as necessary to modify the group purpose.

        Tip: If you select Scheduling, this user group will display on the Group Working Hours page and can be configured with a working hours schedule that applies to the entire group.

   • Add users to the group

     1. Enter a part of the user's first, last, or username in the Add User field until they display in the search results.

     2. Select the user.

     3. (Optional) Repeat Steps a-b as necessary.

   • Remove users from the group

     1. Locate the user you want to remove under Full List.

     2. ClickTap the user's X icon.

     3. Repeat Steps a-b as necessary.

   • Activate users in the group

   • Inactivate users in the group

   • Add faculty providers as group leaders

     Once a faculty member is set as a group leader, they can view the student members' patient lists on the My Patient List tab > Ongoing Patient Care page.

     1. Enter a part of the faculty provider's first, last, or username in the Add Leader field until they display in the search results.

        Note: The faculty provider does not need to be a member of the user group to be added as a group leader.

     2. Select the provider.

     3. Repeat Steps a-b as necessary.

        Note: A user group can have a maximum of five group leaders.

   • Remove group leaders from the group

     1. Locate the faculty provider you want to remove under Group Leaders.

     2. ClickTap the leader's X icon.

     3. Repeat Steps a-b as necessary.

3. When ready, clicktap Save.