Groups
Groups
Comprised of accounts with certain shared characteristics, such as role or location, but not necesarily employer. are part of the opt-in features, which are not used by some clients.
Groups are comprised of accounts Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution. with certain shared characteristics, such as a role or location, but not necessarily your employer. As an administrator, groups allow you to quickly select multiple accounts when adding people to an organization Official entities, such as public health authorities, healthcare agencies, and corporations. or notification An alert, update, advisory, information, drill, or test message that can be sent & received through delivery methods such as email, voice, text, fax, or inbox. or exporting account details.
To search for, message, create, delete, or review and update groups, you must be the group owner, Client Admin, or
You can create groups within or across organizations, including the following types of groups:
| Group Type | Description |
|---|---|
| Standard | Group members are selected for the group individually. |
| Filter-based |
Group members are selected based on a set of defined criteria. Any time accounts are added that match the criteria, they are added to the group. If, at any time, these accounts no longer match the criteria, they are removed from the group. For more information, refer to the Populate a Filter-based Group page. |
After you create a group, you can set its sharing permissions. By default groups are set to Private (only myself).
|
Permission Type |
Description |
|---|---|
| Private (only myself) | Only you and Client Admins can access this group. |
| Any Administrator | Any type of administrator, whether organization or client admin, can access this group. |
| Administrators of specific Organizations | Only Organization Admins for specific organizations that you specify can access this group. |