Admin User can Manage details of each Group.

Different Users can be assigned to groups for specific activities.

Manage Group

Manage Group screen displays the list of all existing available groups.

To view the manage screen, click on Group link in the menu under Organization Settings.

In the Manage Role screen, click on Create button to create a new Group, click on Edit button to update an existing record, click on delete button to delete the record.

Create Group

To Create a new Group

  • Enter the Name and Description
  • Select Group Type.
  • Check/Unchecked Is Active button.
  • Click on Create button
  • New Group is created in the system and navigates to the Manage screen, displaying the newly created Group.

Edit Group

To edit an existing Group:

  • Click on the Edit button in the manage screen
  • Update Group screen is displayed
  • Edit the Name, Description, or GroupType.
  • Click on Update button
  • Changes to the Group are updated in the system

Delete Group

To delete an existing Group:

  • Click on the Delete button in the manage screen
  • A Message box is displayed for confirmation of delete action
  • Click the OK button in the displayed message box
  • Group record is deleted in the system.