Add Group
Creating custom Groups to which you assign clients is one of three means available for customizing the organization of your database records, generating summary statistics, and comparing clients. (The other two means are specifying Private IDs and including or excluding clients from the Everyone grouping.) Each client may be assigned to two custom groups.
You may create a new group by using the "Add New Group" command in the Database menu. A window will open that allows you to name the group and enter notes describing the group. You may create as many custom groups as you wish.
If you are logged into the database as a private user, you have the option to make the group either private or public.
If you make the group private, no other users will be able to add clients to the group. Other users will be able to see that your private group exists in their Database Summary screens, but they will not be able to see summary data.
If you make the group public, other users will be able to add clients to the group, see Summary Data for the group and add descriptive notes to the group. Other users will NOT be able to delete the group, or see individual client data that has not been entered from their user account.
If you create a group while logged into the database as the Public user, your groups will automatically be public. All other users will be able to add clients to the group and view summary data for the group. Anyone logged in as Public would be able to see individual client data for the group or to delete the group.
The summary data in all places but Group Stats reflect all clients who have been assigned to the group by all users. You will not be able to access individual client data for clients assigned to your public group by other users. Others' data will however be reflected in your public group's summary statistics. Group Stats (in the Database menu) provides individual and group summary data only for the clients of the logged in user.
Caution: ONCE A PUBLIC GROUP HAS ANY USER'S CLIENTS IN IT, IT SHOULD NOT BE CHANGED TO PRIVATE.
Once you have created a group, you may assign a client to that group at any time by selecting the desired group from the pop-up menu in the Grouping screen available through either the Add or Edit Client option in the Database menu. Each client may be assigned to two groups.
For further information on client assignment, see the help for Add Client.
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