Groups

You can control which portals are shown to users with Groups. You can have as many Groups as you wish, each portal can be assigned to single Group, and a user can be a member of many Groups.

You may wish to have a group for each state, then add the physicians to the states where they are licensed. That way the physicians are only shown sites where they are licensed to practice.

You could also use this system to give a remote provider to a single clinic instead of the entire organization.

You must be an administrator to access Groups.

Administrators will always be shown all of the available Portals.

Access Groups

Open Facility Manager

To add or edit Groups, you must first be logged in as an administrator.

You may open a web browser and go to https://connect.amdagnes.com or right-click the AGNES Connect icon in the system tray and select Facility Manager.

Select Groups from Menu

Click the Menu button in the top left, and select Groups. If the option is not available, ensure you are an administrator.

Add Group

Click the Add Group button to add a Group. This will launch up the New Group page.

Enter Name

Enter the name of the Group.

Select Group Members

Under Members you will see two columns, Selected and Available. Click on a name in the Available column to move it into the Selected column. If a user is not in the Selected column they will not have access to the group.

Submit

Press Submit to save your changes.

Assign Portals to groups

Select Portals from Menu

Click the Menu button in the top left, and select Portals.

Select Portal Settings

Click the Settings icon to access the settings for a particular portal.

Assign Portal to Group

Under the section labeled Group contains a drop down menu with the available groups in your organization. Once a Portal has been added to a Group, it will only be available to users that are members of that Group.

Save Portal Settings

Press the Save button save your changes.