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    Creating and Deleting Groups and Subgroups

    Groups

    Creating a Group

    Administrators can create a new group within the platform by doing the following:

    1. Navigate to the group section, see here.

    2. Click on the add group icon Add_Button.PNG to open the new group creator:

      Add_Group.PNG

    3. Fill in the information and click OK.

    Within these fields, you can choose how a group is set up. Below is a brief explanation of the fields to be filled in:

    • Name: what you want to call your group i.e. 'Finance', 'UK Division', 'Auditors' etc.
    • Type: 'Business Unit' or 'Team'
    • Location: 'External' or 'Internal'
    • Owner: the owner of the group, selected from a drop-down list of users in the organisation. This is to mimic the organisations' hierarchy and does not have functionality within the platform.

    Editing and Deleting a Group

    Fields can be edited at any time by clicking on the pencil icon Pencil_Icon.PNG next to the group name. To delete a group, click Delete.

    Delete_Group.PNG

    Subgroups

    Creating a Subgroup

    Administrators can also create subgroups within the platform to mimic more complex organisation structures. For example, an organisation may be structured as 'UK Division' > 'Finance' & 'HR' & 'Marketing'. Here, 'UK Division' is the group at the top level, and 'Finance', 'HR' and 'Marketing' are subgroups of 'UK Division'.

    Subgroups are created by doing the following:

    1. Navigate to the group section (Navigating to the Groups Section)

    2. Click on a group name and then click add subgroup icon Add_Button.PNG to open the new subgroup creator (this is an exact copy of the add group creator).

    3. Enter the information and click OK.

      Subgroups_Example.PNG

    For even more complex organisation structures, subgroups can be created within subgroups to the nth degree, i.e. 'Group' > 'Subgroup' > 'Sub-subgroup' > ...

    Editing and Deleting a Subgroup

    This is the exact same process as deleting a group, see Editing and Deleting a Group.

     

     

     

     

     

     

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