Managing Dynamic Area Managers Groups

NOTE

Area Managers are assigned a role to their respective states

• Area Managers - [VIC]
• Area Managers - [QLD]
• Area Managers - [NSW]

Doing this will grant Area Managers the permissions to view their respective state on the access tab.

The guide below shows how to allocate a site to the correct state for the dynamic group to display.

WARNING

Forgetting to do this will mean all Area Managers of that state will be unable to view that clinic.

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1

Go to the Access tab

2

Click on a site

3

Click on the Checkbox

4

Select All

5

Click on Add Note on the far right sidebar

6

Input the State the clinic is located in

NOTE

You are required to fill in the complete state, no abbreviations, case sensitive.

7

The group will update instantly

Help I stuffed up the note

⠀

1

Select a device > Click on Notes

WARNING

You cannot mass delete a note, you will have to click on each indivdual device within that group.

2

You will see the note

You are able to delete it and re-enter if you fumbled it.