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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.
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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.
Uptown Clinic and Riverside Clinic.Uptown Clinic group. Now, those coaches can only view and manage patients from the Uptown clinic, ensuring patient privacy is maintained between locations.Uptown Clinic group. This means only patients from that specific clinic can find and self-enroll in it.
</aside>Shared GroupA 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.
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.
When you create a group, you can specify its details:
Organisation (for a whole company or clinic) or Coaching Group (for a small, specific team).When editing a user or an item like a Journey, you can select one or more groups to assign them to. Because groups are an array, a participant or coach can belong to multiple groups (e.g., Uptown Clinic and Shared).