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The administration tab 'Groups' displays a detailed view of all groups within a tenant. The group management can be administered in this tab. For user import or export, use the tab User Import/Export.

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Reference

Attribute

Description

Status
colourRed
title1

Groups(s) selected

The select box allows the picking of multiple groups on one page for batch processing.

Status
colourRed
title2

Add user(s) on selected groups

Once at least one group on the displayed page is selected, a plus icon appears on the right side above the group table. Upon using the button, a pop-up will appear which lets the administrator select users to the selected group(s) should be assigned to. After saving the selection, a pop-up will confirm the saving.

Status
colourRed
title3

Archive

Delete selected groups

Groups can be

archived

deleted, therefore be removed from the group's tab. Confirmation is required after clicking the '

Archive selected groups

Yes' button

via a

in the pop-up. 

Info
Archived

Delted groups can not be reactivated via the frontend. Use this feature with caution.

Status
colourRed
title4

Create group

Using the plus symbol below the group list, new groups can be created. The group name is mandatory. After saving, the group will be displayed in the group list, and members can be added.

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Members

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Reference

Attribute

Description

Status
colourRed
title

4

5

Groups selected

The plus button in the lower-left of the users' view allows for the creation of single users

Once a group is selected by clicking on it, the configuration menu of the selected group opens.

Status
colourRed
title

5

6

Members

The assignment of members can be managed by simply drag & dropping the desired users for assigning as well as designing, or by selecting multiple users with the right mouse button and holding the shift key at the same time and then using the navigation buttons in the middle. The fast forward/backward buttons will allow the administrator to assign or reassign all available users/members of the selected group at once.

Status
colourRed
title6

Update

Changes to the group profile will take effect once the 'Update' button was clicked and the changes got confirmed via a pop-up
Note

Changes in the assignment of users to groups take effect immediately.

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Properties

The tab 'Properties' in the detailed view displays the core values of the group such as the name, the optional email address and creation user, and time.

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Reference

Attribute

Description

Status
colourRed
title7

Groups

Group name

The name of the group is a mandatory field and can be altered here.

Status
colourRed
title8

Protected group

Protected groups cannot be administrated by actionhandlers.

Status
colourRed
title9

Delete

Clicking the 'Delete' button will remove the group from the system.

Info

Once deleted, a group can not be restored.

Status
colourRed
title

9

10

Update

Save

Changes to the groups' profile in the properties tab will take effect once the '

Update

Save' button was clicked.

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Roles

Within the administration panel, it is possible to create roles. More information about creating roles can be found in the paragraph Roles. The role of 'team-manager' is a special role. With this role, it is possible to declare one or more users as the 'team leader' of a group. Team leaders are allowed to assign tasks to other members of the group. Assignments can only be made to members in the same group.

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Reference

Attribute

Description

Status
colourRed
title

10

11

Users

This table displays all assigned users to the group that is therefore available to be assigned a specific role. Once a user is selected, the available roles that can be assigned are shown.

Status
colourRed
title

11

12

Available Roles / Assigned Roles

With the forward and backward button, the assigning or unassigning of a selected role can be performed.

Status
colourRed
title

12

13

Update

Save

Changes will take effect when the '

Update

Save' button is clicked.