Overview – Groups

To manage Groups, hover over the User Management tab and click on Groups via your navigation bar.

Please note that once a Group is assigned to a Project, assigning a Ticket to any group member will make the Ticket visible and accessible to all group members.


 

  1. Create group (For more information, see „Create group“).
  2. Change page
  3. Entries per page

 

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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:

  1. Click on the “Create Group” button with the mouse in the top left corner.
  2. Select a group name.
  3. Select a group leader (a supervisor of the contractor). The lack is always assigned to the group leader.
  4. Then click on “Save” to complete the process.

 

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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: [email protected]. Alternatively, click on “Support” in the web platform and send us your request.

 

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