🔒 Permissions: Only Workspace Admins and Managers can add Minis to groups or change group membership. If you don't see this option, check with your Workspace Admin. Learn more about roles →
Groups let you control which staff can see and interact with specific Minis. By adding a Mini to a group, you make sure only the right people have access to that person's information — which matters a lot in care.
When to use this
You want to limit access to certain Minis — for example, only your Allied Health team should see a particular set of clients.
You're organising by program, region, or service and need Minis grouped accordingly.
A new Mini has been created and you need to make sure the right staff can access them.
How to add a Mini to a group
Click your workspace name at the top-left of the sidebar to open the dropdown menu.
Select Workspace Admin.
In the left sidebar under People, click Groups. You'll see a list of all groups.
Click on the group you'd like to add Minis to.
You'll see the group's profile, including the Minis and users that currently belong to it. Click Edit next to the Minis section:
Search for or select the Mini you'd like to add:
Click Update to save your changes:
The Mini is now available to everyone in that group. You can change this at any time.
💡 Tips:
A Mini can belong to more than one group if different teams need access.
To tighten access, make sure users aren't members of groups they don't need to be in.
If you need to create a new group first, see How to create a new group.
⚠️ Access matters: In care settings, who can see someone's information is just as important as the information itself. When you add a Mini to a group, take a moment to check that the group's membership is still appropriate — especially if staff have changed recently.
Need help?
Not sure which group a Mini should belong to, or not seeing the option to assign them? Reach out to your Workspace Admin, or message us through the Help Desk in the app — we'll help you figure it out.