User Groups allow administrators to assign one or more groups to individual users. This feature is particularly useful for filtering and analysing data in the View Data grid and for configuring alerts.
What Are User Groups?
A Group is a category or classification that can be applied to users. Common examples include:
- Regions: North, East, South, West
- Departments: Health & Safety, Auditors, Management
You can create up to five (5) groups.
Managing User Groups
Create a Group
- Enter a Group Name in the input field.
- Select Add to create the group.
Reorder Groups
- Use the drag handle (three horizontal lines) to move a group to the desired position.
Edit a Group
- Select the Edit icon and update the Group Name.
Delete a Group
- Select the Delete icon to remove the group.
Why Use Groups?
Groups enable targeted data analysis and reporting. For example, you can generate a report for all Health & Safety employees located in the North region.
