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 card overview
1. Overview
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Enter the Group name.
2. Employment
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If the group has a specific employment number, you can enter it here.
3. Category properties
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Any properties linked to the selected group category are shown here.
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To add new properties to a category, see: Create a new property (KB link).
4. Group members
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Displays all users who are members of the group.
5. Tickets
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Shows all tickets assigned to the group.
6. Work orders
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Shows all work orders assigned to the group.
7. Add member
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Use this button to add users to the group.
8. Options
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Change the group category, or
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Delete the group.
