How to create a Peer Group

Peer groups allow counselors to share individual sessions with colleagues.

1. Within the Manage Accounts and Conversations tile select Peer Group from the menu on the upper left side of the page.

   

2. Click on the next to the search bar.
   
   
3. Enter a Peer Group Name and Peer Group Description in the respective text boxes, then click Create.
   
4. To add counselors to a peer group, select the desired group from the list on the left side of the page.
   
5. Next click on the orange Add button next to the respective group.
   
6. You will then be able to select a counselor from the Add Counselor pop-up window.
   
7. Users who have been added to a peer group will then be able to select the group button when they would like to share an individual session.