Sharing Settings

Working with Sharing Groups


Sharing groups allow agencies to share specific types of client data with another agency or groups of agencies in specific, customizable ways. System administrators can allow agencies to share data uniformly with all other agencies by exclusively using the Default Group, or set up more complex networks of sharing by using additional sharing groups. We’ll look at both options and discuss best practices around the use of sharing groups. 

The Default Group 

All agencies automatically belong to the Default Group. At a minimum, system administrators need to establish how data is shared with other agencies in the Default Group. To edit these sharing settings, hover over Default Group until you see the edit icon.

If "Sharing Groups Controlled "has been selected for Client Created, you will see the configuration options for Clients Created, along with the other components of the record controlled in Sharing Groups. As noted in Sharing the Client Record, setting Clients Created to “Sharing Groups Controlled” is the recommended setting. See Introduction to Sharing Client Data for an overview of each record component and how its settings impact Client data sharing.

Selections made for each component of the client record dictate how data created by that agency are shared with all other agencies in the group. These selections do not impact the sharing of data entered by staff at other agencies for the same record components.

Adding a New Sharing Group

Once a sharing group has been created in the system setup, it is available to add to agencies. Navigate back to the agency you would like to add the group to by navigating to the launchpad, clicking Manage, and navigating back to Sharing.

Within the agency’s sharing settings, click ADD SHARING GROUP.


Locate the sharing group from the drop-down menu. Once the group is selected, the other fields auto-fill with the selections made for each record component in the system setup.

Note: While all agencies are, by default, part of the Default Group, the only way for additional sharing group settings to apply is to add the group to an additional agency or agencies. Once the group is added to other agencies, the settings of that group will only apply to the agencies to which the group was added. 

Modifying Sharing Settings within a Sharing Group

As just noted, for the sharing settings of an additional sharing group to apply, that group must be added to the agency’s sharing settings. Once the group has been added, further configurations can be made to how an agency is sharing data with other agencies in the group.

In the image below, you’ll see the sharing group configuration for two different agencies that both have the same sharing group added to their sharing settings. Since both agencies are part of the same sharing group, they will both be able to see client data entered by staff at the other agency. However, staff at Agency B will not be able to see notes added by staff at Agency A, while staff at Agency A will be able to see notes added by staff at Agency B.

Sharing Rules With Multiple Sharing Groups

When an agency belongs to more than one sharing group, it is possible for that agency to be set up to share the same client record component in more than one way with the same agency or agencies. When this is the case, the more “open” level of sharing overrides the more “closed” level. 

For instance, in the example earlier, both Agency A and B are part of the Default Group as well as an additional sharing group. If Agency B has notes set to “Not Shared” in the Default Group and “Full Shared” in the added sharing group, notes added by Agency B are fully shared with Agency A.

Changing Sharing Settings

If an agency wishes to change the way data is being shared with another agency or agencies at any point, this can be configured within sharing groups. These changes are applied to all historical data that has been created by the agency, as well as any new data entered after the change is made.

Up Next: Agency Exceptions