When to use:
Use this when you want only certain staff to access a specific set of Minis — for example, your Allied Health team, a particular program, or a geographic region. Adding Minis to groups helps ensure that only the right users can access those customers’ information.
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 would like to add Minis to
You will see the profile of that group including the Minis and users that belong to the group. Select "Edit" for the Minis:
Search or select the Mini you would like to add:
Select "Update":
The Mini is now available to all users assigned to that group. You can remove or change this at any time.
Tips
Only Workspace Admins or Managers can change group access.
A Mini can belong to more than one group if needed.
To restrict access, make sure users are not members of unrelated groups.
Need help?
If you're unsure which group a Mini should belong to, or don’t see the option to assign them, reach out to your Workspace Admin you can message us anytime through the Help Desk in the app or on this page. We are here to help.