Before you begin
Groups help your practice work with a defined set of clients.
Recommended workflow
Apply consistent group labels and check the filtered result before using it for bulk assignments. Group filters are available only in views that implement them.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Review sample records when a group is changed; a label is not a substitute for access permissions.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team