Creating user groups

Send messages, search availability, and filter your schedule or inbox with user groups.

Updated over a week ago

You can create groups of users in TELUS Collaborative Health Record (CHR). For example, you may want a group for only nurses, only staff who handle scheduling, or only certain care providers. One person can be in multiple groups.

You can then send inbox messages to everyone in a group at the same time, search availability for all providers in a group, or filter inboxes and schedules by group.


1. From the main menu, click Settings > Account information > Groups. The list of any existing groups and the users within them appears.

2. In the top-right corner, click Add Group. The New Group window opens.

3. Specify a group name, colour and description.

4. From the list of users on the right, click people to add to the group. Users highlighted in blue are part of the group.

5. To use the group to search availability for multiple providers when booking a new appointment with the Add button, select the Bookable checkbox.

📌 Note: The appointment is scheduled with only one of the providers. Refer to Searching for the next available appointment.

6. To show the group as an inbox and schedule filter, select the Filterable checkbox. Refer to Filtering your inbox and Filtering the schedule.

7. Click Apply. The group is added to the list.

8. To edit a group's settings and membership, click Edit.

9. To delete a group, click Remove.

💡 Tip: If you are using role-based access control, you can also assign a role to the group. For more information, refer to Role-based access control and Assigning a role to a group of users.

Updated April 13, 2023

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