Knowledge Base – 12. Groups

PlanRadar Benutzeroberfläche "Groups"

In this article, you will learn about the following:

12) Groups

  1. Overview
  2. Create group
  3. Edit groups

1. Overview

PlanRadar Benutzeroberfläche "Gruppen"

(a) Create group (For more information, see „Create group“).

(b) Show and hide columns individually

(c) Search bar: Search for groups

(d) Change page

(e) Entries per page

2. Create group

Using groups, you can group multiple users into one group. This is necessary, for example, if a company has several contact persons as contractor.

PlanRadar Benutzeroberfläche "Gruppe anlegen"

To create a new group (eg: construction supervisor, electrician, carpenter, etc.) proceed as follows:

(a) Click on the “Create Group” button with the mouse in the top left corner

(b) Select a group name

(c) Select a group leader (a supervisor of the contractor). The lack is always assigned to the group leader.

(d) Select additional group members

(e) Then click on “Save” to complete the process.

3. Edit groups

The “Groups”-view shows all the groups you have created. In each line you will see the 2 following symbols on the far right:

Edit: Click this button if you want to go into the detail settings to make changes.

Delete: Click this button if you want to delete the group. As a precautionary measure, a pop-up window appears again in which you have to confirm the deletion process again or cancel it.

In the account-view, manuals and FAQs are available. If you have any further questions, suggestions for improvement or comments, please contact: support@planradar.com. Alternatively, click on “Support” in the web platform and send us your request.

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