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Teams and visibility explained

How teams group your staff, and how visibility decides which patients and leads they can see.

Table of Contents

Teams and Visibility do different jobs.

  • Teams group staff for filters, reporting and defaults, such as a default homepage.

  • Visibility groups control what people can see. Everyone starts in the Default Group.

A person can be in one visibility group. You don't need visibility groups if everyone should see everything.

Up next

Next, read Manage patient access.