How do I add or edit a group?

Only Admins have permission to perform this task. 

Groups allow you to assign specific workflows to a subset of users in your organization. They are also helpful with searching for specific jobs per group and reporting by a group. 

Follow the below steps to create a group.  

1. To create a new group go to the Group tab, under Administration, and select + Add Group. 

2. Type in a name for the group. (Required Field)

• Optional: Type in a description for the group. 

3. Select workflow(s) for this group to have access to through the dropdown.

 

4. Select Job Activity Filtering. You can search for jobs in Job Activity by the group the owners of the jobs are members with the options below.  

• Show only jobs with workflows in this group:
  If you have a group based on a specific team, like the Electrician team, you will only see the jobs completed by users in the group that are associated with the Electrician workflows. Jobs they’ve completed in other groups, such as Plumbing, will not appear in this view.

• Show all jobs owned by users in this group (regardless of workflow): If you have groups based on location, like Branch 123, with a range of users in the group (Plumbers, Electricians, etc.), searching by Branch 123 will show all the jobs completed by each user in the group, regardless of the job type. For example, if a user belongs to both the Plumbing and Electrical groups in addition to the Branch 123 group, you will see all their Electrical and Plumbing work when searching for Branch 123.

5. Select the user(s) to assign to the group by clicking on the toggle next to the user's name. You can use the 'Filter Users' field to quickly search and add users to a group.

Users can be in multiple groups. You can add them individually in each group or the user profile. 

6. Select Save in the bottom left-hand corner. 

The group is created and will appear in the list of groups for your organization.  

You can tap the Edit icon next to the group to add/remove users and workflows and/or to change details at any time.

You can tap the Delete icon next to the group to delete the workflow. All workflows and users must be removed from the group before you can delete a group. 

Additional Information

Learn how to search by a group here: How can I see and search for jobs in XOi Vision Web?