NOTE: This article's instructions are for customers with our legacy admin experience. If you are interested in moving into the new admin experience early, please contact customer support. For instructions on how to achieve this in our new admin experience, please visit [this link].
Caregiver groups are not included in the Starter/Basic package.
For more information on packages that include caregiver groups, contact our Customer Support team.
Designating the "default" caregiver group on your dashboard is beneficial because this will be the group that is automatically populated in the "New Caregiver" form when adding a new user. If you have only one caregiver group associated with your dashboard, it is automatically the default group. However, if you have more than one group, it is possible to change the default group as often as you like.
Note: If you are activating caregivers through your back office integration, they will be added into the "default" group. If you have multiple groups, the steps below can help you change which group they are added to when you activate them.
Step 1: Select "Groups" from the menu in the left corner of the screen. 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 group you want to make "default". Then, click the group menu (three dots).
Step 3: Click "Edit Group" from the dropdown menu.
Step 4: Select the checkbox next to "Make this the default group". Then, press "Update".
Note: If this group is already the default, you will not see the checkbox as an option.