This article explains how to create and manage user groups in TherapyPM.


How To Create/Manage User Groups?

  1. Click the Menu Permissions tab in the left navigation. Navigate to the User Group tab.  
  2. User group names will be displayed on the left side of the table. The users within each group will be listed on the right, with checkboxes for individual selection. Each group also features an orange Action button for managing the group.
  3. Click on the "Actions" button in the User Group tab. There are two different ways to do this. 
    1. Clone Access: If you have not created a new group, based on Admin, Provider or Patient access, follow these steps. 
      1. Click on "Clone Admin/Provider/Patient", depending on the group you are selecting from. A pop-up will appear.
      2. Enter the group name and click Add to create the new group.

    2. Map User: Select the user from the original user group. Click on Map User to another group under Action, and choose the group from the drop-down menu. If a new group already exists, select the user, click Map User to Other Group, and choose the target group from the drop-down menu. 
    3. Note: If you haven't cloned access and created a new group, this tab will appear empty.
  4. Action Button: For Further actions, use these options. 
    Note: You would need to select the user(s) before making use of these options. 
    1. Select All Users: Use this option to select all the users in the group.
    2. Clone User Group: This option creates a group clone, prompting you to assign a name to the cloned group while retaining all menu permissions of the original user group. 
    3. Manage Group Permission: Clicking this option will route the user to the Group Permission tab.
    4. Map User to Other Group: Use this option to move the select user to another group.

  5. Additional Options for Cloned Groups:
    1. Remove Group: Use this option to remove the group.
      Note: You will not be able to remove a group unless all the users have been mapped to another group.