Create and Manage User Groups

The User Groups administration section allows Superusers to define and manage how teams are organized within the system.

Create a User Group

1. Navigate to the Configuration section.

2. Select User groups.

3. Click the +Create button.

4. Enter a descriptive name for the group (e.g., "Field Team - North," "Legal Department").

5. Add the relevant users to the group by selecting them from the user list.

6. Assign one or multiple Responsible persons for the group (these are used for specific notification logic).

7. Click the Save button.

Users can belong to multiple groups, enabling effective cross-functional team setups.

Edit or Deactivate a User Group

1. Navigate to the User Groups register in Configuration.

2. Select and open the group you wish to modify.

3. Click the Edit (pencil) icon.

4. Modify the group name, users, or Responsible Persons as needed.

5. To deactivate a group, navigate to the Actions and click the Deactivate button.

Note: Group deletion is restricted if the group is currently assigned to active tasks, issues, or agreements.