User groups give you the ability to organize your staff together into groups that fit their work role(s).
User groups can segregate information like completed events and other users. It will only show a user the events performed by themselves or by users that belong to the same group(s).
You can also assign an open event to a group and have the associated work item and an email sent to everyone in that group. A Person account cannot be added to a group, they can only be assigned to an Asset or to an Action
How to create a group
1. Click Setup > Owners, Users & Locations > User Groups
2. Click Add User Group
3. Enter the Name of the person in the Name Field (this information will show when selecting the group from a list) ID can be a short version of the name if needed. Click on Save to complete the entries.
4. Once the group has been created, you may click on the number below the Members field to begin adding the people to this group.
5. When adding members, you may filter out the users you wish to add, Administrator (previously "Full"), Inspector (previously "Lite") and Reporting (previously "Read Only") can now be added to the newly created group. Once you find the users you wish to add, simply click on Edit and change the group to the one you wish to add, click save when done. Continue adding other users to the group. Note: Administrator, Inspector or Reporting users can belong to multiple groups.
Article is closed for comments.