Create and use groups

Groups organize people and let you grant access to a team through one resource grant.

Requires: A professional login with group creation available; write access to edit an existing group.

1. Open Groups and select the plus button.
2. Enter the group's name and description, then create it.
3. Open the group and add the intended people under Members.
4. Save changes.
5. Open each resource the team should use and grant the group Read or Edit access.

Membership and resource access are separate configuration steps. Creating a group does not make every questionnaire or dashboard available to it.

When managing a team, review both who belongs to the group and which resources the group can access. Removing one direct grant may leave access through another group or inherited relationship.

Some staff memberships are managed by your organization's login system. If Status marks membership as externally managed, ask the administrator responsible for that system to change it.

Related

• Create a person.
• Set up a group chat.
• Set a start dashboard.
• Person presets with a group owner.