Group Management

The "Group Management" feature organizes users into categories, streamlining access and authorization. Groups serve as a fundamental component to control access and permissions within the tool. Authorized users can only view, edit, or delete what they have specific access or authorization for.

Group List Display a list of all the groups within available based on the authorization level of the user.

Creating A New Group

To create a new group, follow these steps:

• Click on the "CREATE" button positioned at the top right corner of the screen.

Group Configuration Fields:

When creating a new group, you will have the following fields to configure and manage:

Group Details	Description
Group ID	A unique identifier assigned to each group, for internal reference. The Group ID is not editable once created.
Group Name	The name assigned to the group, used for identification by users.
Group Type	Categorizes the group based on client-specific criteria, primarily for reference and organizational purposes.
Reporting To	The User ID of the individual to whom the group reports.

Access Details	Description
Enable Location	Mandates geolocation data when users start or end an instance. If the user doesn't accept to share location, it prevents the instance creation.
SMS Notification	Automatically sends task notifications via SMS to group members with direct task page links, enhancing communication and task management.
Dashboard	Grants access to custom dashboards tailored to the group's requirements, featuring various UI elements, including graphs, pie charts, tables, etc.

Editing or Deleting a Groups

Interaction	Description
Edit:	Authorized users can make changes to a group's settings by clicking on the pen icon next to the group's name.
Delete:	Administrators can remove a group by clicking on the bin icon. Note: Caution should be exercised as this action may impact the access and authorization settings for the group members.

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