How to Maintain a User Group

Training Updated by Training

This article will show you how to maintain a user group.

Groups are useful when wanting to send Tasks or discussions to more than one person.

  1. Navigate to Settings > Users > User Groups.

Any groups already configured in your system will be displayed.

  1. Select a Group from the list by selecting the Description.
  2. Edit the Description if required.
  3. Select Manage Members if you need to add or remove users from a group.
  4. To remove users, select their names from the Selection list.
Users removed from a group will lose access to that group's tasks, except for tasks created using the "All Users" Completion type.
  1. To add users, use the User Search and select their names from the list, they will show in the Selection field.
  2. Select Confirm.
  3. Select Update to save the changes.
Changes to group membership (adding or removing users) require users to log out and back in to refresh their Tasks list.

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