This guide has been created for system administrators.

Specific role permissions may be required, including: Group Setup.


Overview:

The group function in Edays allows users to be grouped based on your organisational requirements e.g. by location, department or team name. The grouping can then be used when selecting subsets of users that you wish to affect for bulk user updates, custom filtering, reports or exporting data. Each group is assigned to a group type e.g. 'Team A' and 'Team B' are groups assigned to the 'Teams' group type.


This guide provides the steps required to add a new group type, to which you can assign groups.


Step by step guide:

  • Navigate to Admin tools > Admin panel > Global > Group setup.
  • Click the +Add Group button at the top of the page.
  • Enter the Name of the new Group Type.
  • Optionally, set a Priority for where the group will appear in lists (zero is highest priority).
  • Choose whether this group type should be required on users profiles. (If ticked, existing users will need to be set to a group within this group type before any other profile changes can be processed.)
  • Choose whether a user can belong to multiple groups within this group type.
  • Once you are happy with the settings, click the Save button at the foot of the page.


Once the group type has been created, new groups can be added to it - please click here to see our guide.


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Related Guides:

Groups - Editing a group type | Groups - Deleting a group type