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User Group Management

User Groups allow you to organize contributors and manage access to cases within an Organisation.

1. Creating a User Group​

  1. Navigate to the User Groups section (usually under Case Management or Organisations).
  2. Click + Create User Group.
  3. Name: Provide a unique name for the group (e.g., "Medical Volunteers", "East Side Team").
  4. Description: Describe the purpose of the group.
  5. Manager: Assign a manager who will be responsible for approving share requests.
  6. Click Create.

2. Managing Members​

As a manager or administrator, you can add members to a group:

  1. Open the User Group details.
  2. Go to the Members tab.
  3. Search for users by email and invite them to the group.

3. Approving Share Requests​

When a Case is shared with a User Group, it must be approved by the group manager:

  1. Navigate to the User Group details.
  2. Click on the Share Requests tab.
  3. Review the incoming request.
  4. Click Accept to allow all group members to see and collaborate on the Case.

:::tip Collaboration Sharing a case with a group is the best way to ensure that the right people have access to the needs and can provide solutions quickly. :::