Groups and Organizations

Groups and organizations are both collections of accounts that share common characteristics, such as their role, location, or employer.

Group members may or may not belong to the same organization. However, they tend to have some other commonality. For example, you might have a group of specialists from across the state. They likely work at different facilities and belong to different organizations, but you may want to group them as a resource for notifications.

Organizations, on the other hand, include accounts that belong to a department, office, or employer. Within your solution, you may have numerous organizations that are structured in a simple or complex hierarchy.

As an administrator, groups and organizations help you better locate and manage accounts. You must have the appropriate group access or organization role to view, edit, delete, filter by, and send notifications to the accounts that comprise groups and organizations.

To access group and organization members, you must be the group owner, Client Admin, or have shared access to the group with organization permissions corresponding to the default Publisher role..

Account owners can choose to join or leave an organization, but they can’t choose to join or leave groups. Administrators must add and remove accounts from groups.