User Groups

1. Display the User Groups page: On the Main Menu, click Settings > User. In the left menu, under Practice Links — Groups, click User Groups.
2. Enter a descriptive name for the user group in the Group Name field.
3. Click Save. The user group appears in the list of user groups defined in your practice.

Now use the User Group Membership page to create the list of members for the group.

1. Display the User Group Membership page: On the Main Menu, click Settings > User. In the left menu, under Practice Links — Groups, click User Groups.
2. User Group — Select the user groups that you would like to see in the display. Select -Show All- to include all user groups.  
3. User — Select the users that you would like to see in the grid that follows. If you would like to see all users, select -Show All-.  
4. Click Filter. A display grid of the selected users (in a vertical list at the left) and user groups (as horizontal column headings) appears.
5. Locate the user group name (column) that you want to update.
6. Check the checkboxes for each username to include in the user group.
7. Uncheck the checkboxes of any usernames that you want to exclude from the user group.
8. Click Save (at the bottom of the list). The user group membership is updated. The user group is now available for use via the Enter Name: field on the Create New Message page.

1. Display the User Groups page: On the Main Menu, click Settings > User. In the left menu, under Practice Links — Groups, click User Groups.
2. Click the update link of the user group that you want to update. The user group name appears in the Group Name field.
3. Update the name as desired.
4. Click Save. The updated name appears in the list below.

1. Display the User Groups page: On the Main Menu, click Settings > User. In the left menu, under Practice Links — Groups, click User Groups.
2. Click the delete link of the user group that you want to delete. A warning message appears. Click OK to delete the user group or Cancel to preserve it.