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How to create a new group

Step-by-step guide for admins to create and manage groups in Minikai.

Carina Staebler avatar
Written by Carina Staebler
Updated over 3 weeks ago

Who it is for

Admin and Manager Users

What Groups Are

Groups let you organise your Minis (clients and residents) and users (staff) into logical segments - for example, by region, site, or service type.

When you add Minis and users to a group, everyone in that group can access the Minis assigned to it.

This guide explains how to create a new Group from the sidebar. Before you begin, make sure you’re signed in with an admin account and know which Minis and users you’d like to include.

  • Log in to your usual Minikai Admin or Manager account.

  • In the left sidebar, select New Group. This opens a window where you can set up a new Group.

  • Enter a Group name, for example the region, site, hub or service type.

  • Add the Minis you’d like to include in the group.

  • Search for and add the users who will be part of the group. Click on Done to create the Group.

  • Once created, the Group will appear in your sidebar along with your Minis.

  • You can edit a Group at any point to change the Minis or users in the group.

If you ever need help or have a question, we’re here for you.

Just message us by clicking the chat icon in the bottom-right corner of your screen to start a conversation with our team.

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