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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.

Groups

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:

Groups

Group DetailsDescription
Group IDA unique identifier assigned to each group, for internal reference. The Group ID is not editable once created.
Group NameThe name assigned to the group for user's identification.
Group TypeIs used to categorize the group according to client-specifics, primarily for reference and organization.

Groups

Access DetailsDescription
Enable LocationMandates geolocation data when users start or end an instance. If the user doesn't accept to share location, it prevents the instance creation.
SMS NotificationAutomatically sends task notifications via SMS to group members with direct task page links, enhancing communication and task management.
DashboardGrants 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

Groups

InteractionDescription
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.