Groups allows you to assign a group, or groups, to a user. This is particularly useful when analysing data in the ‘View Data’ grid, and assigning Alerts.

Using User Groups

An example of a Group is ‘Region’ (for instance: North / East / South / West), or a Department (for instance: Health & Safety / Auditors / Management etc).

You can have a maximum of 5 Groups.

To create a group, enter a ‘Group Name’ and select the ‘Add’.

You can move the Groups by selecting the 3 lines, and dragging the Group to the desired position.

To edit a Group, select the ‘Edit’ icon and change the Group Name.

You can delete a Group, by selecting the ‘Delete’ icon.

This allows you to analyse data via particular Groups. An example of this, report on all Health & Safety employees in the North region.