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The Groups list contains all groups that are used to unite users by a common purpose or to classify them by specific attributes set by the administrator. Keeping users together provides applying actions performed on groups automatically to all group users. 

To manage users groups, go to the User Administration → Groups menu.

The Group record contains the following fields:

Field

Description

NameA group name.
DescriptionA detailed information about the users group.
ResponsibleAssign a responsible person to a group from a drop-down users list.
Slack ChannelSpecify a Slack channel that is used by the group members.

The Related Lists at the bottom of the record form includes the following tabs below:

  • User Group - to assign a user from the Users list to a group;
  • Group Contains - to assign a subgroup to a group;
  • Role Group - to designate the group role from the Roles list.

To add a record, please click a needed tab, push the New button, and fill in the form with the required information, then push the Save button.

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