Adding a Group
Groups can be used to categorise individuals in Plannr.
Member level users must be in the same group as clients in order to view their record. Owners and Admin will be able to see all clients.
To add a group, go to the Settings tab and select Groups.
Here you can see all your existing groups. To add a new one, select Add new group from the top right.
This brings up the following modal. Enter in a name for your group and press Save.
After saving, you are diverted to the Group Dashboard. Here you can edit and add people to the group, or remove it completely if necessary.
More information on adding people to groups can be found here
Member level users must be in the same group as clients in order to view their record. Owners and Admin will be able to see all clients.
To add a group, go to the Settings tab and select Groups.
Here you can see all your existing groups. To add a new one, select Add new group from the top right.
This brings up the following modal. Enter in a name for your group and press Save.
After saving, you are diverted to the Group Dashboard. Here you can edit and add people to the group, or remove it completely if necessary.
More information on adding people to groups can be found here
Updated on: 13/03/2025
Thank you!