How to manage user groups

Overview

All users in your Core Practice environment are controlled using groups. Each group has a list of permissions that you can select or deselect in order to give or remove certain features/sections of the software. You're able to create groups suited to different users with different permission levels. Here's how to do it.

Steps

1. Click on the Cog icon then click on Settings.

2.  

   You will be routed to the Site Administration page under Preferences click on Group.

   
   
   
3. Click on the Name of the group for which you want to edit permissions.
   
   
   
   
4. Click on Permissions.
   
   
   
   
5. Select the permissions that you wish to give to that group.
   
   Clicking on the ticked boxes will deselect that permission. The group automatically saves after each tick box is changed.

All users in these groups will now have the same updated permissions!

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!