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How do I create a user group in the system?

User groups are used to organize users and assign work to. This guide explains how to create a group and what information is available on the group card.

 

Create a user group

1. Click "Create".
2. Select "Group".
3. Choose the group category you want to use.

Group MM10 ENG 2



Group card overview

1. Overview

  • Enter the Group name.

2. Employment

  • If the group has a specific employment number, you can enter it here.

3. Category properties

  • Any properties linked to the selected group category are shown here.

  • To add new properties to a category, see: Create a new property (KB link).

4. Group members

  • Displays all users who are members of the group.

5. Tickets

  • Shows all tickets assigned to the group.

6. Work orders

  • Shows all work orders assigned to the group.

7. Add member

  • Use this button to add users to the group.

8. Options

  • Change the group category, or

  • Delete the group.

 

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