Parent groups — organising your areas

How to split a realm into branches, locations or care types using parent groups.

A realm with two areas doesn't need much structure. A realm with eighty does. Parent groups split a service into branches, regions, locations or care types — and let managers be given access to whole swathes of areas in one click instead of one at a time.

How groups work

  • One group per logical bucket — e.g. "South London branch", "Day services", "Respite stays".

  • An (or to "No parent area").

  • Access can cascade — anyone with access to the group sees every area under it (optional per-area).

  • Dashboard grouping — your dashboard groups areas under their parent name with a heading + description.

Managing groups

Realm admins open Admin → {{Areas}} management and use the New {{Area}} Group button (top-right). The slide-over lets you set name, description, colour, and access. Existing groups are shown as collapsible section headers; click a group header to edit.

Assigning an {{area}} to a group

On the area's Settings page → Permissions section → Parent {{area}} dropdown. Pick a group or leave as "No parent".

Tip — Don't over-group. Two or three top-level groups is plenty for most services. If you find yourself building a deep hierarchy, consider whether tags or naming conventions would suit you better.

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
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