"Groups" are designated lists of users who have access to specific information within your Findhelp site and who can share notes and seeker records with one another. There are two types of groups - standard and custom. Your organization can manage user assignments for each of these groups.
- Site Administrators can add authorized users to standard groups to grant them access to additional features within their Findhelp site.
- Site Administrators can also create custom groups to foster team collaboration as they support individuals across the platform.
Group Types
Standard Default Groups
The four default groups are: Site Admin, Aggregate and PII Reporting Access, Aggregate-Only Reporting Access, and PII-Only Reporting Access.
- Site Admin: This group grants additional Site Administrators access to Site Management tools. Organizations can designate more than one Site Administrator.
- Aggregate and PII Reporting: The Aggregate and PII Reporting Access group provides access to Site Analytics reports, including both aggregate data and reports containing Personally Identifiable Information (PII), such as names and email addresses.
- Aggregate Only Reporting: The Aggregate-Only Reporting Access group allows the user to have access to aggregate Site Analytics only.
- PII Only Reporting: The PII-Only Reporting Access group allows users to only have access to Site Analytics that contain Personal Identifiable Information (PII).
Custom Groups
You can also create custom groups that best fit the needs of your organization. These can relate to specific projects, teams, or reporting structures. Creating custom groups also allows for specific reporting filters to be used when accessing analytic reports.
Enabling Team Navigation
Team navigation allows navigators (and organizations!) to share seeker profiles so that regardless of whom is helping the seeker, the navigator has the full history of what their team has done for them including referrals, navigation notes, goals, and assessments.
When you create a group and enable team navigation, you unlock collaboration opportunities for navigators, including:
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Sharing Notes: Important details about specific programs can be shared across your group members, ensuring consistent and informed communication.
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Sharing Favorites Folders: Navigators can share folders of frequently-referred programs with group members. This helps onboard new team members more smoothly and ensures valuable resources are accessible to everyone.
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Collaborating in the "People I’m Helping" Dashboard: Group members can view seeker profile records in the "People I’m Helping" dashboard for everyone the group has assisted. This fosters collaboration by allowing team members to hand off cases, work together when supporting the same seeker, and help close referral loops efficiently.
