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Access Groups allow you to limit a users view of participant records and data. This is useful if you are running a study or clinical project across multiple locations, practices, or service lines. 

(warning) Note: Access Groups do not limit your view of data under the Reports tab. Reports will still show data for all participants and does not respect Access Groups.

Create Access Groups 

  1. Click the 'create access group' button.  You then have the ability to name the Access Group and add a short description.   
    1. (lightbulb)Tip! An access group name is typically a location (Penn) or a Physician's name (Dr. Brown)

  2. Repeat #1 for all new access groups

  3. Access group name and description can be edited once saved by clicking the pencil icon, or deleted by clicking the trashcan icon.