How group accounts work

Group View and your locations

You work in one of two places:

• Group View: for the whole group. Its menu has Overview, Group Settings, Social Proof and Locations.
• A location: one clinic, just as a single practice sees SmileReply, with its own Submissions, Booking requests, Services, Team, Messages and Practice Settings.

Move between them

Use the switcher at the top of the sidebar. Choose a location to open it, or Group View to go back to the whole group.

Who can do what

There are two kinds of login:

• The group admin sees Group View and every location. Only the admin can add locations, change group settings, copy setup between locations and choose where a team member works.
• A location's login is shared by that clinic's staff. It opens that one location only, with no switcher and no Group View.

Both can grade and send consults, change a setting for their location, and move a patient to another location.

You can also give people their own logins, as a Manager or Staff, at the locations you choose. See Personal logins.

What works per location

• Email alerts go to the location's contact email. Without one, they go to its own login, then to the group admin. Each alert names the clinic it's for.
• The Activity log in Group View shows every location's changes, with a column saying which. Inside a location, you see that location's changes and any changes to group settings.
• Contact support: each location has its own conversation with us, and Group View has another for the group.
• The setup guide in Group View shows each location's progress. Open a location to see what's left there.

Next steps

• Group settings and location overrides
• Adding and managing locations
• Copying setup between locations