For easier account management you can create user groups. User groups are a collection of similar users which can be assigned to one group. These groups can then be used within Animana. For example, when sending a message you can send to a whole group rather than selecting individuals.
Before you start
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You need permission to be able to create user groups. Permissions can be adjusted by practice administrators in 
> General Settings > Role Management.
Step-by-step instructions
- Go to
> General Settings > User Group Management. - Click
to create a new group.
- Enter a unique and recognisable name for the new group in the field “name”.
- Add users to this group by ticking the checkbox next to each user you would like to add to the group.
- Click Save.
You will see your new group added to your list of groups:
More about this
How do I edit an existing user group?
- Go to > General Settings > User Group Management.
- Click the row of the group you wish to edit.
- You may now rename, or re-assign users to the group.
- Click Save to confirm the changes.
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When you need to edit a group because a user is inactive, make sure to remove this user from the group(s) first and then inactivate the user.
How do I delete a user group?
- Go to > General Settings > User Group Management.
- Click the red trash icon on the appropriate group row.
