Adding and editing a group

To add and edit a group for your business:

Click the GROUPS tab and the GROUPS page is presented.

Do one of the following:

To add a new group, click the Add new group button and the Add new group page is presented.
To edit a group, select the group from the list and the right-hand panel updates with the details for the user group.
The number of user groups for your business is displayed at the top of the page. User groups can be filtered to help find a particular user group. Start entering text for the group's name in the Filter groups text box and suggested user groups are automatically displayed in the list below. Keep entering extra letters to narrow down the suggestions until you find the correct user group in the list.

There are tabbed pages for you to add/edit information for the group. Select one of the following:

USERS tab - use to add/edit user access for the group. For help configuring user access, click here.
Use the USERS tab to add and edit the users who have access to this group.
- To configure user access for the group:
1. Enter/edit the name for the group in the Group name text box.
  The Group name text box is a mandatory field and is indicated as such with a red *. You CANNOT add/edit the group until the group name is populated.
2. All available users are displayed in the Not in group list with the total number of available users appended to the right e.g. Not in group (24). To help find a particular user, users can be filtered. Start entering text for the user's first name or last name in the Filter user lists text box and suggested users are automatically displayed in the list Not in group list below. Keep entering extra letters to narrow down the suggestions until you find the correct user in the list.
3. To add the user to the group, do the following:
  1. Select the user from the Not in group list.
  2. Click the > button. The user is moved to the Group members list.
  3. Repeat for any additional users to add to the group.
    To move all users to the Group members list, click the >> button.
4. To remove a user from a group, do the following:
  1. Select the user from the Group members list.
  2. Click the < button. The user is moved to the Not in group list.
  3. Repeat for any additional users to be removed from this group.
    To move all items from the Group members list, click the << button.
5. Ensure that one or more members of the new group is set as a primary group contact. To do this, select a user in the Group members list and check the Primary Group Contact box. Repeat this process to provide additional users primary group contact rights.
  All primary group contacts will receive email notifications for requests sent to this group.
LOCATION tab - use to assign a location to the group. For help assigning a location, click here.
Use the LOCATION tab to assign a location to this group.
- To assign a location:
1. Check the Assign a location to this group box.
2. Enter the address for the group within the Group address text box.
  The Group address field is mandatory and indicated as such with a red *.
3. Using the provided map, do one of the following:
  - Click on the Update marker to address entered link - the group marker on the map moves to the most relevant location for your group address. The map automatically pans and zooms to that location.
  - Click and drag on the group marker and move it to the correct location on the map.
    The Location field updates from No location assigned to the new specified assigned location.

Once you have finished configuring the group, do one of the following:

When creating a new group, click the Add group button.
When editing an existing group, click the Save changes button

This group is now listed/updated on the GROUPS page and is also available for selection when configuring users within the USERS page.

Requests can be assigned to this group (refer to Opening and actioning a request).

Adding and editing a group

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