Who this is for: System administrators. Requires 'Group Setup' permission.
Overview:
This guide explains how to edit an existing group (e.g., Team A, London Office) to update its name, priority, or staffing levels.
How Editing Groups Works:
Groups organise users for reporting, filtering, or bulk actions. Editing lets you adjust a group's details or staffing rules that affect its members.
How to Edit a Group:
- Navigate to Admin Tools > Admin Panel > System > Group Types
- Click List next to the relevant Group Type.
- Click Edit next to the group you want to modify.
- Adjust:
- Name (e.g., change "Team A" to "Sales Team").
- Priority (0 = highest in lists).
- Minimum staffing levels (see separate guide).
- Click Save at the top of the page.
Additional Information:
- Key terms:
- Group: A subset of users (e.g., "Marketing Team").
- Priority: Determines display order in lists.
- Permissions: Requires 'Group Setup' access.
- Tip: Use clear, consistent naming (e.g., "UK-Sales" vs "Sales-UK").
- Search tip: Use the platform’s search bar to find "Group Setup" quickly.