Overview
This step-by-step guide provides clear instructions on how to access and manage User Groups. User Groups allow you to assign Tasks, Activities, and Work Lists to groups of users rather than individuals, helping to streamline workflows and improve collaboration.
Table of Contents
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🎓 Accessing User Groups
- Navigating to the User Groups Section
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🎓 How to Create a new User Group
- Setting Up a New User Group
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🎓 How to Edit a User Group Name
- Modifying the Name of a User Group
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🎓How to Deactivate a User Group
- Deactivating a User Group
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🎓How to Activate a User Group from an Inactive Status
- Reactivating a User Group from Inactive Status
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🎓 How to add Users to User Groups
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Assigning Users to a User Group
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🎓 Accessing User Groups
1. Access the submenu options by clicking on More in the Navigation Menu to expand the list.
2. Click on Settings.
3. Click on User Groups.
4. Click on User Groups.
5. You will present at the User Group grid.
🎓 How to Create a new User Group
6. Click on New User Group.
7. Click on the drop-down arrow to reveal the available options.
8. Choose Activity Group as the designated type.
9. Enter a custom heading for your group name.
10. Select Save to complete and finalise this process.
🎓 How to Edit a User Group Name
11. Check the box next to the name of the User Group you want to edit.
12. Select the Edit option located above the grid.
13. Make the desired changes to the group name field.
14. Select Save to complete and finalise this process.
🎓How to Deactivate a User Group
15. Check the box next to the name of the User Group you want to deactivate.
16. Select the status option located above the grid.
17. Click on Deactivate.
18. Select Yes to confirm the deactivation of the user group.
🎓How to Activate a User Group from an Inactive Status
19. Click on Filter.
20. Tick the checkbox labelled Inactive.
21. Check the box next to the name of the User Group you want to Activate.
22. Select the status option located above the grid.
23. Click on Activate.
🎓 How to add Users to User Groups
24. Click on Settings from the Navigation Menu.
25. Click on Subscription Details.
26. Click on Users.
27. Select the user's name from the user grid list to access and edit their profile.
28. Enter the name of the user group you want to add the user to in the User Groups field, then select the appropriate group name from the dropdown menu that appears.
29. Your selection will be displayed in the user group field.
ℹ️ Users can be assigned to multiple user groups. To remove a user from a user group, simply click the 'x' icon adjacent to the user group name in the respective field.
30. Select Save to complete and finalise this process.
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