Group Function

You can access the group overview by clicking “Manage Groups”

*Only users with admin authorization can create and edit groups.

Creating a New Group

With the blue button on the top right-hand side you can create a new group.

Now, simply enter a new group name.

Add members to the group by using the “Add Members” box. By clicking in the box, you will be shown suggested members.

A user has to already be entered in the platform for their name to appear in this screen.

To do this, access “Manage Users” in the navigation menu. 

Group Hierarchy

Building a group hierarchy is possible by adding main and subgroups.

Filtering of the group hierarchy uses the following system:

The visible groups for every member are available in a drop-down menu.

For a member of a group, it is possible to filter for the main group, as well as the subgroups.

If a group is chosen, the results for the selected group and groups below it will be aggregated and shown.

All employees can always see the results on the whole company level.

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Managers

In the next step, you can add managers for the individual groups.

To do this, click on the edit symbol (pencil) next to a specific group.

On this screen, you can choose whether a user is a simple member or a manager.

Managers have the ability to add and delete members from a group.

Erase Members or Groups

If you’d like to erase an employee from a group, click on the circle with the minus symbol next the user’s name.

Clicking on the trash can will let you delete the entire group.

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  • 13-Mär-2019
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