In this article, you will learn about the following:
- Create group
- Edit groups
- Create group (For more information, see „Create group“).
- Show and hide columns individually
- Search bar: Search for groups
- Change page
- 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.
To create a new group (eg: construction supervisor, electrician, carpenter, etc.) proceed as follows:
- Click on the “Create Group” button with the mouse in the top left corner.
- Select a group name.
- Select a group leader (a supervisor of the contractor). The lack is always assigned to the group leader.
- Select additional group members
- 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.