How does an Administrator create groups (Drag and Drop/Manual)?

Administrators can manage Profiles by putting them in one or more groups. Staff Carers can then be given access to Groups. An eForm can be sent to all Profile Owners in a Group.

To create a Group, follow these instructions:

1. Go to the Groups sub-heading at the bottom left of the page and select the Add > Add Group button.

2. Fill out the Group Name, choose the Timezone, and the Parent fields.

3. Then, select Static Members under Member Selection.

4. Finally, select the color you will use to represent your new group. Click the Save which is located at the bottom left of the box.