How to create user groups
What are ‘User Groups’?
Selected users that have access to audits and its analysis within the checklist created for each particular group. For example, only users of the "Share Control" group can conduct inspections using the "Share Control" checklist and receive notifications on the audit results. Users that are not added to the respective group will not be able to see the checklist assigned to that group. Users from different departments can be included in one group.
Create user group
To add a new user group, tap the New group button in the Users groups section. This will open a group creation tab.
Enter the group name, description and click on Create group. The group created by default will be inactive. To activate it, go to the group information editing panel.
Edit group information
To view/edit the information about a group, click on the relevant group in the list. The group information tab will open.
In the Information tab, you can edit the ‘Name’ and ‘Description’. Click Save Changes to save changes you have made.
To edit the user allocation for the selected group, click the Users tab.
- To select users for a group, drag a user from the list of available users to the list of selected users using the arrows (single selection) or select all available users. For convenience, you may use the search.
- To deselect a user, drag a user from the list of selected users to the list of available users using the arrows (single selection) or select all available users. For convenience, you may use the search.
Click Save changes to save the changes.
To edit the distribution of reports for the selected group, go to the Roles tab.
- To select a report for a group, drag the report from the list of available reports to the list of selected reports using arrows (single selection) or select all available reports. For convenience, you may use the search.
- To deselect a report, drag a report from the list of selected reports to the list of available reports using arrows (single selection) or select all available reports. For convenience, you may use the search.
Click Save changes to save the changes.