🔒 Permissions: Only Admins and Managers can create and edit groups. Learn more about roles →
Groups let you control which staff can see and interact with specific Minis. By organising Minis and users into groups — by site, region, program, or service type — you make sure each team member only has access to the people they support.
When to use this
You're setting up a new workspace and need to organise Minis by location or team.
A new site, program, or service has been added and needs its own group.
You want to limit which staff can access certain Minis — for example, keeping residential and community teams separate.
How to create a new group
Log in with your Admin or Manager account.
In the left sidebar, click New Group.
Enter a Group name — for example, the site, region, hub, or service type.
Add the Minis you'd like to include in the group.
Search for and add the users (staff) who should be part of this group, then click Done.
The group will now appear in your sidebar. You can edit it at any time to add or remove Minis and users.
⚠️ Access matters in care: Groups control who can see and interact with a person's Mini — including their records, chat history, and personal details. Take a moment to check that only the right staff are in each group, especially when people move between services or teams change.
💡 Tips: Name groups clearly so everyone knows what they represent — for example, "Sunrise House — Residential" or "North Region — Community." This makes it easier to manage access as your workspace grows. You can also add Minis to groups later if you're not ready to assign them all at once.
ℹ️ Good to know: Members can only see and interact with Minis that belong to a group they're in. Admins and Creators can see all Minis regardless of group membership. If a new team member says they can't see a Mini, check which group they've been added to.
Need help?
Not sure how to structure your groups, or need help deciding what goes where? Ask your Workspace Admin or message us — we're happy to help you get set up.