Direct naar inhoud

Manual

Help with questions or issues

Browse by topic

← Back to the manual

Create Groups

Part of: Individual

Contents
  1. How can I create groups?
  2. Assigning people to a group

If many people have been created in the online environment, it can sometimes be useful to create groups. Groups help you create an overview. This way, you can easily find the right person. A person can also belong to multiple groups.

How can I create groups?

  1. Click the button: Settings

  2. Click on groups and then on add group

  3. Choose a name, a color, and optionally an image for the group, then click save

Note! Create separate groups for clients and supervisors, do not mix them in the same group.

Assigning people to a group

  1. Go to the home screen and select Individual or Supervisors to add people to a group.

  2. Select the person concerned and click Edit

  3. Select the relevant group(s) this person belongs to and click Save

When adding a new person, you can also directly select the correct group
4. Under **Individual** and/or **Supervisors**, you will now find the new buttons for the groups you have created and assigned. You can select a group to see only the people within that group. This is useful, for example, if you work with multiple locations within one account.

Still stuck?

Use the question / fault report form below to report an issue directly. We will contact you as soon as possible.

Describe the fault: what do you see happening. Also mention what you have already tried.

Describe the question or request. What can we help you with?

Is there any extra important information that would be useful to share?

Upload a photo or short video showing the problem

This form asks for your name, email address and phone number so that we can communicate with you. Your data is never shared with third parties. See our Privacy statement to see how we handle your data. By submitting this form you agree to the processing of the data provided.

Ik help je graag verder

Maak direct een online afspraak.

Team MijnEigenPlan

Liever bellen? 085 888 28 93

Terugbelverzoek aanmaken