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Groups

Groups are labels used to manage access and visibility across the platform, creating private spaces for specific users and content. While they help organize items like tags do, their primary purpose is access control.

The fundamental rule is: coaches can only see participants and items that are in the same group(s) as they are. This ensures that information is secure and only visible to the intended audience.

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Example Imagine a physiotherapist, Dr. Anya, who runs two clinics: one in Uptown and one in Riverside.

  • She creates a group for each location: Uptown Clinic and Riverside Clinic.
  • She assigns her Uptown coaches and patients to the Uptown Clinic group. Now, those coaches can only view and manage patients from the Uptown clinic, ensuring patient privacy is maintained between locations.
  • She then creates a "Post-Op Knee Rehab" Journey and assigns it to the Uptown Clinic group. This means only patients from that specific clinic can find and self-enroll in it.

The Shared Group​

A special default group called Shared is available. Any item, like a Journey or Card, assigned to the Shared group is visible to everyone, regardless of their other groups. It functions as a global or public space for content accessible to all users.

Admin Access​

Coaches with an admin role bypass all group rules. They have full visibility across all groups and can see every participant and item in the system.

Group Details​

When you create a group, you can specify its details:

  • Type: A label for organization, either Organisation (for a whole company or clinic) or Coaching Group (for a small, specific team).
  • Image/Logo: It's highly recommended to add a logo so your groups are easily recognizable at a glance.