Purpose: Certain companies may possess multiple branches or may desire to distinguish between their various teams. This feature enables you to establish a group that can subsequently be allocated to a user/users.
Getting to User Groups
- Profile Icon > Settings > Users > User Groups > View
Creating User Groups
- Type the name of the user group > Add user group
Please note:
- When creating your first user group, this user group will be immediately assigned to all users
Editing User Groups
- Edit > Make necessary changes > Save user group
Deleting User Groups
- Delete > Type delete > Delete
Please note:
- Once a user group is deleted, it will be unassigned from all users who previously had this assigned to them
Assigning User Groups to Users
- Profile Icon > Settings > Users > Users > View > Edit business details
- Select User Group from dropdown menu > Save
Viewing/Hiding User Groups From The Diary
- Diary > Filters > User groups > Tick/Untick User Group