How do I create a user group?

User Groups allow you to easily manage your Medbridge organization with automatic Knowledge Track and Role assignments. In this article, we'll show you how to create a User Group.

1. You can find User Groups on the People page. From the navigation menu, select My Practice. Then, select People.
2. In the upper right corner, select the User Groups and Custom Fields menu, represented by a gear icon. Then select Manage User Groups.
3. Here you can see all your current user groups, and how many users are in each group. To create a new group, select Create new user group.
4. Start by entering a name and description for your User Group. This can help others at your organization better understand what the User Group is used for.
5. Next, create the rules that determine membership in this User Group. You can create User Groups based on standard fields like Discipline and Job Title, as well as any Custom Fields you create.
6. You can assign user groups based on whether a data field does or does not match a parameter, as well as if a field is empty or not. 
7. You can add multiple rules by selecting Add Rule.
8. As an example, if you wanted to create user group that included all your managers who are not occupational therapists, you would create two rules: 
   1. Job Title is Manager
   2. Discipline is not Occupational Therapist 

If you're planning to use this User Group to assign Knowledge Tracks, you're ready to go. Just select Save user group and you can head over to the Knowledge Track builder to start assigning education and training based on this User Group.

However, you can also use this User Group to assign a Role, granting specific permissions to users at your organization. 

1. Before you save your User Group, in the Assign Role section, select a Role. Learn more about Role Permissions.
2. You can choose to assign the role at any clinic the user is a member of, or you can assign the role at a specific clinician. You can select View hierarchy to get a better sense of your organization structure. Learn more about organization hierarchy. 
3. When your rules are created, select Save user group.

Once you've created a User Group, any new user that is added to your organization that meets the criteria will automatically be assigned to that User Group. And if you've used User Groups to assign Roles, they will automatically receive the permissions associated with that Role, saving you valuable time. 

Note: For visual instructions, please view User Groups.