User Management: Groups – Web
A Group is a collection of workers from the same company who share a common characteristic. Multiple Groups can be created as needed and used to filter User in the Time and Forms tabs.
Table of Contents
How to Create a Group
Navigating to the Create New Group Form
To create a new Group, start by clicking on the "People" tab from the top navigation bar. Then select the "Groups" tab from the secondary top navigation bar and click "+ New Group". See video below for illustration.
If the "+ New Group" button is greyed out for you, please ensure that you have selected your company from the dropdown at the top right (outlined in the red box below)
Create a Group Form
After clicking the "+ New Group" button, assign a name for the Group and click "Save". After doing so, click "+ Add User" to add Users to the Group. Search for User by name from a the multi-select search bar in the center of the page. Click on a User's name to add them to the Group. Once all desired Users have been added, click "Save". The Group is ready to be used.
Create New Group Field Entries
- Name (required):
- Assign a name to the Group. This will be used to refer to the Group for filtering purposes.
How to Use a Group
Groups can be used to filter data in the Time and Forms tabs.
How to Filter Using a Group:
Groups are included in the global filters at the top of the Time and Forms tab. To filter for a Group, click on the "Groups" filter and select the appropriate Group. See the video below for demonstration:
How to View a User's Groups
Each User's Profile contains a list of all Groups they are included in. To view the list of all Groups, start by clicking the "People" tab from the main navigation bar at the top of the screen. Next, select a User from the User List. Once the User's Profile is open, click "Groups" from the navigation bar on the left side of the screen. This will open the list of all Groups the User is included in.
See video below for a demonstration:
