Creating and Managing User Groups

A User Administrator can create and manage groups of existing users. Tasks or intakes can then be assigned to these groups.

For example, you can create a group to review intakes with a specific Request Type. When an intake of that type is created, everyone in the group receives a notification and can determine who will complete it.

Creating a User Group

1. Click User Group Administration under the QuickLinks section of the Corporate Profile page or User Groups in the Administration panel of the homepage. The User Group Administration page displays.

   

2. Click +Add Group. The Create User Group page displays.
3. Follow the steps outlined on the page. The User Group name is required.

4.  Click +Save User Group. The Edit User Group page displays.

   

5. Click +Add User. The Add User window displays.
6. Add users by searching for and clicking on their names.
7. Click Save. The users are added to the list.
8. Optional: Click the Download Excel button to download a spreadsheet of the users in the group once they have been added.
9. Click +Save User Group.

The User Group is created. Click Close to return to the User Group Administration page

Editing or Deleting a User Group

• Click the pencil icon to edit the name, description, or users in a group.
• Click the trash can icon to delete a group. Once deleted, the group is no longer available for selection.