Manage Groups


As you learned in the Hexpert of Groups course, groups allow you to become more efficient by doing several tasks with one action. In the “Manage groups” tab you can manage the entirety of the groups in your business or branch, whereas the “Groups” tab only allows you to manage the groups for which you were an active actor. This means you can monitor the interventions made, add members or actors as needed, and determine which branch or professional the group is assigned to.

Groups are a great way to collaborate with other actors with several clients without giving them access to the individual client’s file. This means group actors only have access to manage the elements of a group, not the specific client. To create a group click on the "+ create" button in the top right corner and fill out the appropriate information about the name, branch, and managing actor.

Étienne Dubois

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