Caregiver groups are not included in the Starter/Basic package.
For more information on packages that include caregiver groups, contact our Customer Support team.
It is possible to both individually add and bulk assign users to a pre-existing group via the "Caregiver Groups" tab or from the home screen of the Admin Dashboard.
Bulk Adding Caregivers to a Group from the Caregiver Groups tab
Individually Adding Caregivers to a Group from the Caregiver Groups tab
Bulk Adding Caregivers to a Group from the Admin Dashboard home page
Note: It is important to remember that once a caregiver's group has been assigned, their curriculum will automatically update to reflect the curriculum track associated with that group.
Bulk Adding Caregivers to a Group from the Caregiver Groups tab:
Step 1: Select the "Groups" tab. Upon selection, you'll view the caregiver groups that have already been created, as well as the members of each group.
Step 2: Select the "Add Members" button.
Step 3: Upon selection, you'll view a list of all users who are associated with a different group on your dashboard. Select the desired users by clicking on the user's respective checkbox next to their name. Then, press "Select Caregivers" once you are finished.
Individually Adding Caregivers to a Group from the Caregiver Groups tab:
Step 1: Select the "Groups" tab. Upon selection, you'll view the caregiver groups that have already been created, as well as the members of each group.
Step 2: Locate the desired caregiver in the "Group Members" using the search bar.
Step 3: Select the "Transfer to a Different Group" option.
Step 4: Upon selection, the "Transfer a Caregiver" pop-up window will appear. Select the desired group and choose the "Select Group" option.
Bulk Adding Caregivers to a Group from the Admin Dashboard home page:
Step 1: Select the desired caregivers that you wish to reassign a group for by selecting the checkbox next to their name. More than one caregiver can be selected.
Step 2: Select the "Bulk Actions" option.
Step 3: Select the "Move to Group" option.
Step 4: Select the desired group and choose the "Save" option.
Check out our help video for more details about Curriculum Tracks and Caregiver Groups.