1 77000106105 2020-05-22T09:15:32+01:00 77000156788 false Groups 6 2021-03-26T12:06:39+00:00 1 1 2020-05-22T11:08:59+01:00 1 0 This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: The group function in Edays allows users to be grouped based on your organisational requirements e.g. by location, department or team name. If a user changes from one group to another, this can be adjusted in their user profile. This guide provides the steps required to change the groups a user is assigned to. If you have a requirement to change many users' groups please click here to see our guide to applying Bulk User Updates. Step by step guide: Navigate to: Admin tools > Users. Locate the user whose groups you wish to alter and click the edit button to the right. On the user detail screen, ensure the Profile tab is selected. Scroll the page to the Groups section. Assigned groups are displayed in blue. If required, remove an assigned group by clicking the 'x' to the right of the group name. You can assign a new group by clicking the input box to the right of the required group type, and selecting the required group name.  If the group type allows for multiple selection, you will be able to assign further groups to the user by repeating the previous step. Once you have finalised any adjustments, click the Save button at the foot of the page. Please note: The ability to assign a user to multiple groups within a single group type is determined by the group type settings. Please click here to see our guide to editing group type settings.  If you would like to enlarge the video, please click on it to expand.  Related Guides: Bulk User Update - Groups <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a data-identifyelement="193" href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="box-sizing: border-box; background-color: transparent; color: rgb(0, 92, 231); text-decoration: none;" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="203" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="496" style="box-sizing: border-box;"><span data-identifyelement="497" style="box-sizing: border-box;"><span data-identifyelement="498" style="box-sizing: border-box;"><span data-identifyelement="499" style="box-sizing: border-box;"><span data-identifyelement="500" style="box-sizing: border-box;"><span data-identifyelement="501" style="box-sizing: border-box;"><span data-identifyelement="502" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><br data-identifyelement="210" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" style="box-sizing: border-box;"><span data-identifyelement="203" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><span data-identifyelement="210" style="box-sizing: border-box;"><span data-identifyelement="211" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The group function in Edays allows users to be grouped based on your organisational requirements e.g. by location, department or team name. If a user changes from one group to another, this can be adjusted in their user profile.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><span data-identifyelement="210" style="box-sizing: border-box;"><span data-identifyelement="211" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to change the groups a user is assigned to. If you have a requirement to change many users' groups please click <a href="https://support.e-days.com/en/support/solutions/articles/77000418219" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to see our guide to applying Bulk User Updates.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to: Admin tools &gt; Users.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Locate the user whose groups you wish to alter and click the edit button to the right.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">On the user detail screen, ensure the Profile tab is selected.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Scroll the page to the Groups section.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Assigned groups are displayed in blue. If required, remove an assigned group by clicking the 'x' to the right of the group name.</span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">You can assign a new group by clicking the input box to the right of the required group type, and selecting the required group name.&nbsp;</span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">If the group type allows for multiple selection, you will be able to assign further groups to the user by repeating the previous step.</span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Once you have finalised any adjustments, click the Save button at the foot of the page.</span></span></span></li></ul><p><br></p><p><span style="color: rgb(184, 49, 47);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Please note:</span></span></span><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">&nbsp;<span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">The ability to assign a user to multiple groups within a single group type is determined by the group type settings. Please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230059" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to see our guide to editing group type settings.&nbsp;</span> <br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77038668263/original/7MoeOzRwx6HpDWwdn3IZdXAJTx2STktnDw.gif?1624548606" style="width: 423px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77038668263"></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em dir="ltr"><em data-identifyelement="257" dir="ltr" style="box-sizing: border-box; font-style: italic; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 13px;">If you would like to enlarge the video, please click on it to expand.</em>&nbsp;</em></span></span></span></p><p dir="ltr"><br></p><p dir="ltr"><br></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000418219" rel="noreferrer" style="color: #005ce7;" target="_blank">Bulk User Update - Groups</a><br></span></span></span></p><p><br></p> 77000156788 230 77000230057 2021-08-31T13:10:22+01:00 77037503209 1 2 1 0 Groups - Changing a user's group(s) 2021-08-31T13:10:22+01:00 77015005521 1 2020-05-22T11:09:27+01:00 0 0 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 edit the settings for an existing group type. Step by step guide: Navigate to Admin tools > Admin panel > Global > Group setup. Click the Edit button to the right of the group type you wish to edit. Where required, edit the Name or Priority&nbsp;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. If you would like to enlarge the video, please click on it to expand. Related Guides: Groups - Adding a new group type |&nbsp;Groups - Deleting a group type <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231);" target="_blank">role permissions</a> may be required, including: Group Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="203" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="496" style="box-sizing: border-box;"><span data-identifyelement="497" style="box-sizing: border-box;"><span data-identifyelement="498" style="box-sizing: border-box;"><span data-identifyelement="499" style="box-sizing: border-box;"><span data-identifyelement="500" style="box-sizing: border-box;"><span data-identifyelement="501" style="box-sizing: border-box;"><span data-identifyelement="502" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><br data-identifyelement="210" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">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.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to edit the settings for an existing group type.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Group setup.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the Edit button to the right of the group type you wish to edit.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Where required, edit the Name or Priority&nbsp;</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">for where the group will appear in lists (zero is highest priority).</span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Choose whether this group type should be required on users profiles. (<span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">If ticked, existing users will need to be set to a group within this group type before any other profile changes can be processed.)</span></span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Choose whether a user can belong to multiple groups within this group type.</span></span></span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Once you are happy with the settings, click the Save button at the foot of the page.</span></span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77038668796/original/n34DBKFFKoMzG276G2zCH7_ZW8Oo3vtLUQ.gif?1624548886" style="width: 426px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77038668796"></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em>If you would like to enlarge the video, please click on it to expand.</em></span></span></span></p><p><span style="font-size: 13px; font-family: Arial, Helvetica, sans-serif;"><br></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-size: 13px;"><br></span></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-size: 13px;"><span style="color: rgb(0, 0, 0);">Related Guides:</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr"><a href="https://support.e-days.com/en/support/solutions/articles/77000230090" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Adding a new group type</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000230063" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Deleting a group type</a></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><br dir="ltr"></span></span></span></p> 77000156788 152 77000230059 2021-08-17T15:27:32+01:00 77037503209 2 2 0 0 Groups - Editing a group type 2021-08-17T15:27:32+01:00 77015005521 1 2020-05-22T11:10:10+01:00 0 0 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 delete an existing group type from your system. Please note:&nbsp;prior to performing these steps please remove users from all groups within the group type that you wish to delete. The bulk user update tool can be used to adjust users' groups - please click here to see our guide. Step by step guide: Navigate to Admin tools > Admin panel > Global > Group setup. Click the Delete button to the right of the group type you'd like to delete - if delete is not visible, some users are still assigned to groups within this group type. Click OK to confirm the deletion. If you would like to enlarge the video, please click on it to expand.&nbsp; Related Guides: Groups - Adding a new group type |&nbsp;Groups - Editing a group type <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Group Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="203" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="496" style="box-sizing: border-box;"><span data-identifyelement="497" style="box-sizing: border-box;"><span data-identifyelement="498" style="box-sizing: border-box;"><span data-identifyelement="499" style="box-sizing: border-box;"><span data-identifyelement="500" style="box-sizing: border-box;"><span data-identifyelement="501" style="box-sizing: border-box;"><span data-identifyelement="502" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><br data-identifyelement="210" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">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.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to delete an existing group type from your system.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important; color: rgb(184, 49, 47);">Please note:</span><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">&nbsp;prior to performing these steps please remove users from all groups within the group type that you wish to delete. The bulk user update tool can be used to adjust users' groups - please click <a href="https://support.e-days.com/en/support/solutions/articles/77000418219" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to see our guide.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Group setup.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the Delete button to the right of the group type you'd like to delete - if delete is not visible, some users are still assigned to groups within this group type.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click OK to confirm the deletion.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77038669342/original/Dfn341dUh2GrN8dNQHQPubwyYTggWAOE2g.gif?1624549191" style="width: 417px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77038669342"></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em dir="ltr"><em data-identifyelement="328" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><em data-identifyelement="329" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><em data-identifyelement="511" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-family: Arial, Helvetica, sans-serif; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></em></em>&nbsp;</em></span></span></span></p><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><br></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000230090" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Adding a new group type</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000230059" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Editing a group type</a></span></span></span></p> 77000156788 66 77000230063 2021-08-17T16:01:53+01:00 77037503209 3 2 0 0 Groups - Deleting a group type 2021-08-17T16:01:53+01:00 77015005521 1 2020-05-22T11:13:28+01:00 2 0 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. If you would like to enlarge the video, please click on it to expand. Related Guides: Groups - Editing a group type | Groups - Deleting a group type <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Group Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="203" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="496" style="box-sizing: border-box;"><span data-identifyelement="497" style="box-sizing: border-box;"><span data-identifyelement="498" style="box-sizing: border-box;"><span data-identifyelement="499" style="box-sizing: border-box;"><span data-identifyelement="500" style="box-sizing: border-box;"><span data-identifyelement="501" style="box-sizing: border-box;"><span data-identifyelement="502" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><br data-identifyelement="210" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">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.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to add a new group type, to which you can assign groups.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><a href="https://support.e-days.com/en/support/solutions/articles/77000230090" rel="noreferrer" style="box-sizing: border-box; background-color: transparent; color: rgb(0, 92, 231); text-decoration: none;" target="_blank"></a></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Group setup.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click the +Add Group button at the top of the page.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Enter the Name of the new Group Type.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Optionally, set a Priority for where the group will appear in lists (zero is highest priority).</span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Choose whether this group type should be required on users profiles. (<span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">If ticked, existing users will need to be set to a group within this group type before any other profile changes can be processed.)</span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Choose whether a user can belong to multiple groups within this group type.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Once you are happy with the settings, click the Save button at the foot of the page.</span></span></span></li></ul><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Once the group type has been created, new groups can be added to it - please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230097" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to see our guide.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77038671068/original/xKtjZ8NxDs3roURTRecMPcB78dRyHDfYvQ.gif?1624550103" style="width: 435px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77038671068"></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em dir="ltr">If you would like to enlarge the video, please click on it to expand.</em></span></span></span></p><p dir="ltr"><br></p><p dir="ltr"><br></p><p dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Related Guides:</span></p><p dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000230059" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Editing a group type</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000230063" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Deleting a group type</a></span></p><p dir="ltr"><br></p> 77000156788 229 77000230090 2021-08-17T16:34:15+01:00 77037503209 4 2 2 0 Groups - Adding a new group type 2021-08-17T16:34:15+01:00 77015005521 1 2020-05-22T11:13:47+01:00 2 1 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. Each group is assigned to a group type e.g. 'Team A' and 'Team B' are groups assigned to the 'Teams' group type. Groups can be used to apply a minimum staffing level that will automatically reject absence requests beyond a pre-defined limit. This guide provides the steps required to setup minimum staffing levels in groups. Access the group you wish to affect. Step by step guide: Navigate to Admin tools > Admin panel > Global > Group setup. Click the List button to the right of the Group Type you wish to affect. Click the Edit button to the right of the Group you wish to apply minimum staffing levels to. There are two options for applying minimum staffing levels and an additional option to apply a pooled absence limit to a set date period (e.g. a maximum of 5 days of absence is allowed between date A and date B across the entire group).  Apply a minimum staffing level - Seasonal. Step by step guide: Select the 'Seasonal' option. Set the criteria to either an amount of users or a percentage of users. Set the maximum percentage or number of users that may be absent at one time. Tick the checkbox if you would like to apply a seasonal variation. If applying a seasonal variation, enter the start date, end date, and maximum percentage or number of users. Click the Save button at the foot of the page. Apply a minimum staffing level - Variable. Step by step guide: Select the 'Variable' option. Set a start date, end date, and maximum percentage or number of users that may be absent at one time. Click the Add button. Set any further periods using the same process as above. Click the Save button at the foot of the page. Pooled absence limits. Step by step guide: Tick the 'Use Pooled Absences' checkbox. Set a start date, end date, and a maximum number of staff absences for the time period. Click the Add button. Set any further periods using the same process as above. Click the Save button at the foot of the page. If you would like to enlarge the video, please click on it to expand.  Related Guides: Groups - Adding a new group | Groups - Editing a group <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Group Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="203" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="496" style="box-sizing: border-box;"><span data-identifyelement="497" style="box-sizing: border-box;"><span data-identifyelement="498" style="box-sizing: border-box;"><span data-identifyelement="499" style="box-sizing: border-box;"><span data-identifyelement="500" style="box-sizing: border-box;"><span data-identifyelement="501" style="box-sizing: border-box;"><span data-identifyelement="502" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><br data-identifyelement="210" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" style="box-sizing: border-box;"><span data-identifyelement="203" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><span data-identifyelement="210" style="box-sizing: border-box;"><span data-identifyelement="211" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The group function in Edays allows users to be grouped based on your organisational requirements e.g. by location, department or team name. <span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Each group is assigned to a group type e.g. 'Team A' and 'Team B' are groups assigned to the 'Teams' group type.</span>&nbsp;</span></span></span></span></span></span></span></span></span><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">Groups can be used to apply a minimum staffing level that will automatically reject absence requests beyond a pre-defined limit.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><br data-identifyelement="218" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="219" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to setup minimum staffing levels in groups.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" style="box-sizing: border-box;"><span data-identifyelement="227" style="box-sizing: border-box;"><span data-identifyelement="228" style="box-sizing: border-box;"><span data-identifyelement="229" style="box-sizing: border-box;"><span data-identifyelement="230" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><a data-identifyelement="231" href="https://support.e-days.com/en/support/solutions/articles/77000230090" rel="noreferrer" style="box-sizing: border-box; background-color: transparent; color: rgb(0, 92, 231); text-decoration: none;" target="_blank"></a></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em dir="ltr">Access the group you wish to affect.</em><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Group setup.<br></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click the List button to the right of the Group Type you wish to affect.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click the Edit button to the right of the Group you wish to apply minimum staffing levels to.</span></span></span></li></ul><p dir="ltr"><br></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">There are two options for applying minimum staffing levels and an additional option to apply a pooled absence limit to a set date period (e.g. a maximum of 5 days of absence is allowed between date A and date B across the entire group).&nbsp;</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em dir="ltr">Apply a minimum staffing level - Seasonal.</em><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Select the 'Seasonal' option.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Set the criteria to either an amount of users or a percentage of users.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Set the maximum percentage or number of users that may be absent at one time.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Tick the checkbox if you would like to apply a seasonal variation.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">If applying a seasonal variation, enter the start date, end date, and <span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">maximum percentage or number of users.</span></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click the Save button at the foot of the page.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em>Apply a minimum staffing level - Variable.</em><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Select the 'Variable' option.<br></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Set a start date, end date, and <span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">maximum percentage or number of users that may be absent at one time.</span></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Click the Add button.</span></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Set any further periods using the same process as above.</span></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Click the Save button at the foot of the page.</span></span></span></span></li></ul><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><em>Pooled absence limits.</em><br></span></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Tick the 'Use Pooled Absences' checkbox.<br></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Set a start date, end date, and <span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">a maximum number of staff absences for the time period.</span></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Click the Add button.</span></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Set any further periods using the same process as above.</span></span></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Click the Save button at the foot of the page.</span></span></span></span></span></li></ul><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77045514721/original/s7MuBskOdvcSC4bq6B9718-wGKxbetrDJw.gif?1629993849" style="width: 433px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77045514721"></span></span></span></p><p><em dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><em data-identifyelement="530" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Arial, Helvetica, sans-serif; font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em><span data-identifyelement="517" style="box-sizing: border-box; color: rgb(24, 50, 71); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Arial, Helvetica, sans-serif; font-size: 12px; float: none; display: inline !important;">&nbsp;</span></span></em></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000230097" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Adding a new group</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000230093" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Editing a group</a></span></p> 77000156788 265 77000230092 2021-08-26T17:04:46+01:00 77037503209 5 2 2 1 Groups - Apply a minimum staffing level to a group 2021-08-26T17:04:46+01:00 77015005521 1 2020-05-22T11:14:08+01:00 0 0 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 edit an existing group. If you have a requirement to edit a group type, please click here to view our guide. Step by step guide: Navigate to Admin tools > Admin panel > Global > Group setup. Click the List button to the right of the group type you wish to affect. Click the Edit button to the right of the group you wish to edit. Where required, edit the Name or Priority for where the group will appear in lists (zero is highest priority). Additionally, you can set/edit a minimum staffing level - for further details, please see our guide by clicking here. Once you have finished editing the group, click the Save button at the foot of the page. If you would like to enlarge the video, please click on it to expand.&nbsp; Related Guides: Groups - Apply a minimum staffing level to a group | Groups - Adding a new group | Groups - Deleting a group <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Group Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="203" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="496" style="box-sizing: border-box;"><span data-identifyelement="497" style="box-sizing: border-box;"><span data-identifyelement="498" style="box-sizing: border-box;"><span data-identifyelement="499" style="box-sizing: border-box;"><span data-identifyelement="500" style="box-sizing: border-box;"><span data-identifyelement="501" style="box-sizing: border-box;"><span data-identifyelement="502" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><br data-identifyelement="210" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">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.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to edit an existing group.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">If you have a requirement to edit a group type, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230059" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to view our guide.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Group setup.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">the List button to the right of the group type you wish to affect.</span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the Edit button to the right of the group you wish to edit.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Where required, edit the Name or Priority <span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">for where the group will appear in lists (zero is highest priority).</span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Additionally, you can set/edit a minimum staffing level - for further details, please see our guide by clicking</span> <a href="https://support.e-days.com/en/support/solutions/articles/77000230092" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Once you have finished editing the group, click the Save button at the foot of the page.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77040500857/original/l7NVeTjv3TcyY8dH-oFmZIWenJ8BzXrxJw.gif?1626084743" style="width: 401px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77040500857"></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em dir="ltr"><em data-identifyelement="328" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;"><em data-identifyelement="329" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><em data-identifyelement="511" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-family: Arial, Helvetica, sans-serif; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></em></em>&nbsp;</em></span></span></span></p><p><br></p><p><br></p><p><span dir="ltr" style="font-size: 13px; font-family: Arial, Helvetica, sans-serif; color: rgb(0, 0, 0);">Related Guides:</span></p><p dir="ltr"><a href="https://support.e-days.com/en/support/solutions/articles/77000230092" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Apply a minimum staffing level to a group</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000230097" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Adding a new group</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000230095" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Deleting a group</a></p><p><br></p> 77000156788 109 77000230093 2021-08-17T13:25:21+01:00 77037503209 6 2 0 0 Groups - Editing a group 2021-08-17T13:25:21+01:00 77015005521 1 2020-05-22T11:14:33+01:00 0 0 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 delete an existing group. If you have a requirement to delete a group type, please click here to view our guide. Please note:&nbsp;prior to performing these steps please re-assign any affected users to a new a group. The bulk user update tool can be used to adjust users' groups - please click here to see our guide. Step by step guide: Navigate to Admin tools > Admin panel > Global > Group setup. Click the List button to the right of the group type you wish to affect. Click the Delete button to the right of the group you wish to delete. Click OK to confirm the deletion. If you would like to enlarge the video, please click on it to expand.&nbsp; Related Guides: Groups - Apply a minimum staffing level to a group | Groups - Adding a new group |&nbsp;Groups - Editing a group <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Group Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="203" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="496" style="box-sizing: border-box;"><span data-identifyelement="497" style="box-sizing: border-box;"><span data-identifyelement="498" style="box-sizing: border-box;"><span data-identifyelement="499" style="box-sizing: border-box;"><span data-identifyelement="500" style="box-sizing: border-box;"><span data-identifyelement="501" style="box-sizing: border-box;"><span data-identifyelement="502" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><br data-identifyelement="210" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">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.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to delete an existing group.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">If you have a requirement to delete a group type, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230063" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to view our guide.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important; color: rgb(184, 49, 47);">Please note:</span><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">&nbsp;prior to performing these steps please re-assign any affected users to a new a group. The bulk user update tool can be used to adjust users' groups - please click <a href="https://support.e-days.com/en/support/solutions/articles/77000418219" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to see our guide.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Group setup.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the List button to the right of the group type you wish to affect.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the Delete button to the right of the group you wish to delete.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click OK to confirm the deletion.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77040505029/original/WregEgZzAKUN1B5plWRXpcplBTPX_KWU5Q.gif?1626085856" style="width: 419px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77040505029"></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em dir="ltr"><em dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><em data-identifyelement="328" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;"><em data-identifyelement="329" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><em data-identifyelement="511" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-family: Arial, Helvetica, sans-serif; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></em></em></em>&nbsp;</em></span></span></span></p><p><br></p><p><br></p><p><span dir="ltr" style="font-size: 13px; font-family: Arial, Helvetica, sans-serif; color: rgb(0, 0, 0);">Related Guides:</span></p><p dir="ltr"><a href="https://support.e-days.com/en/support/solutions/articles/77000230092" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Apply a minimum staffing level to a group</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000230097" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Adding a new group</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000230093" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Editing a group</a></p><p><br></p> 77000156788 50 77000230095 2021-08-17T13:25:02+01:00 77037503209 7 2 0 0 Groups - Deleting a group 2021-08-17T13:25:02+01:00 77015005521 1 2020-05-22T11:14:56+01:00 0 0 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 to an existing group type. If you have not yet created a group type, please click here to view our guide. Step by step guide: Navigate to Admin tools > Admin panel > Global > Group setup. Click the List button to the right of the group type you wish to affect. Click the +Add new button at the top of the page. Enter a name for the group. Optionally, set a Priority for where the group will appear in lists (zero is highest priority). Additionally, you can set a minimum staffing level - for further details, please see our guide by clicking here. Click the Save button at the foot of the page.&nbsp; If you would like to enlarge the video, please click on it to expand.&nbsp; Following the creation of the new group, users can be assigned, either in bulk or user by user. Please follow the link below&nbsp;for the guide of your preferred method. Bulk user update method Individual user by user method Related Guides: Groups - Apply a minimum staffing level to a group&nbsp;| Groups - Editing a group |&nbsp;Groups - Deleting a group <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Group Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="203" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="496" style="box-sizing: border-box;"><span data-identifyelement="497" style="box-sizing: border-box;"><span data-identifyelement="498" style="box-sizing: border-box;"><span data-identifyelement="499" style="box-sizing: border-box;"><span data-identifyelement="500" style="box-sizing: border-box;"><span data-identifyelement="501" style="box-sizing: border-box;"><span data-identifyelement="502" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><br data-identifyelement="210" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">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.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to add a new group to an existing group type.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">If you have not yet created a group type, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230090" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to view our guide.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Group setup.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the List button to the right of the group type you wish to affect.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the +Add new button at the top of the page.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Enter a name for the group.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Optionally, set a Priority for where the group will appear in lists (zero is highest priority).</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Additionally, you can set a minimum staffing level - for further details, please see our guide by clicking <a href="https://support.e-days.com/en/support/solutions/articles/77000230092" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the Save button at the foot of the page.&nbsp;</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77040504001/original/pz2ky7bFlhpyv9QIfcHzPTncV9P8MwjOLw.gif?1626085573" style="width: 432px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77040504001"><em data-identifyelement="328" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><em data-identifyelement="329" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><em data-identifyelement="511" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-family: Arial, Helvetica, sans-serif; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></em></em>&nbsp;</span></span></span></p><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><br></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Following the creation of the new group, users can be assigned, either in bulk or user by user. Please follow the link below&nbsp;</span><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">for the guide of your preferred method.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000418219" rel="noreferrer" style="color: #005ce7;" target="_blank">Bulk user update method</a><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000230057" rel="noreferrer" style="color: #005ce7;" target="_blank">Individual user by user method</a></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">R</span><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">elated Guides:</span></span></span></p><p dir="ltr"><a href="https://support.e-days.com/en/support/solutions/articles/77000230092" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial,Helvetica,sans-serif;">Groups - Apply a minimum staffing level to a group</span></a><span style="font-family: Arial,Helvetica,sans-serif;">&nbsp;| <a href="https://support.e-days.com/en/support/solutions/articles/77000230093" rel="noreferrer" style="color: #005ce7;" target="_blank">Groups - Editing a group</a> |&nbsp;</span><a href="https://support.e-days.com/en/support/solutions/articles/77000230095" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial,Helvetica,sans-serif;">Groups - Deleting a group</span></a></p><p><br></p> 77000156788 178 77000230097 2021-08-17T15:47:47+01:00 77037503209 8 2 0 0 Groups - Adding a new group 2021-08-17T15:47:47+01:00 77015005521