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 button.
2. Fill out the Group Name, choose the Timezone, and the Parent fields.
3. Then, select Drag and Drop/Manual under Member Selection.
4. Finally, select the colour you will use to represent your new group. Click the Save which is located to the bottom left of the box.
To add profiles, simply follow the steps below: