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The group that I have created needs some correction. How do I edit that specific group?

Nikhila — Mon, 02 Jan 2023 05:37:48 +0000

Step 1: In the Main Navigation Bar, click on ‘Admin’ and click on Group Management. Create a group.

Step 2: The user can individually edit the group/ sub-groups that have been created.

Step 3: Click on the edit icon to edit the group/ sub-groups. (Refer to the image below).

Step 4: A “Edit group” pop-up appears. The user is now able to make the required changes. Click on the submit button to save those changes. (Refer to the image below).

edit1.png

I need to pick a certain group from the list of sub-groups. How do I achieve this?

Nikhila — Fri, 30 Dec 2022 13:41:52 +0000

Step 1: In the Main Navigation Bar, click on ‘Admin’. Click on Group Management to add/ see the list of groups/ sub-groups that have been created.

Step 2: In the search tab, enter the group name. The group with the text entered will be shown in the list. (Refer to the image below).

search.png

I need to delete a sub-group from the main group. How do I do this?

Nikhila — Fri, 30 Dec 2022 13:33:50 +0000

Step 1: In the Main Navigation Bar, click on ‘Admin’ and click on Group Management. Create a group.

Step 2: The user can individually delete the group/ sub-groups that have been created.

Step 3: Click on the delete icon to delete the group/ sub-groups. (Refer to the image below).

delete.png

Step 4: A warning pop-up appears. Click on ok to delete the group/ sub-group. (Refer to the image below).

delete2.png

Step 5: The user will get a message that indicates that the group has been successfully deleted. (Refer to the image below).

delete3.png

How do I create a group?

Nikhila — Fri, 30 Dec 2022 13:29:20 +0000

Step 1: In the Main Navigation Bar, click on ‘Admin’ and click on Group Management.

Step 2: The user who is working with different organizations that may have subsidiaries/ divisions, is able to create multiple groups/ sub-groups.

Step 3: Click on the plus, icon, located in the bottom right of the screen to Create a group. (Refer to the image below).

create.png

Step 4: The user can add a group by entering the group information like the group name, parent group, select users and select roles. Click on submit.

Step 5: The group is created successfully. The user can add groups and sub-groups to that group. They are also able to choose the users and their roles each time. (Refer to the image below).

create1.png