You can create Groups in the system, which you can use to separate Users by team or department, to reflect your internal structure.
Creating Groups can be beneficial in various ways, when used in conjunction with specific modules.
Once you have created Groups and set up the relevant Users within these Groups, tasks can be assigned by Group (as opposed to individuals) to reflect your internal processes.
Additionally, for the Gifts & Hospitality module, Groups can also be used to determine visibility.
Note: To create a Group you will need to be a Master User.
Navigate to Account Settings from the system Home Page.
Click Firm Groups.
Click +Add New Group.
Type in your Group Name and click Save.
Your Group will now appear in the list. You will now need to add you users to the Group. To do this, click Edit Group.
Click the Users box to see a list of active users within the system. You can then select the user you wish to add, or alternatively, begin typing to search for their name.
Note: Only enabled users will appear in the users list and can be added to groups.
Once you have selected your user, click +Add Users to 'Group Name'.
Your user will now appear in the list of users and the process can be repeated for any other users that need to be added to the Group.
Once all users have been added to the Group, click Save.
The Group has then been saved and will now appear in the task assignment windows as below.
NOTE: Tasks for the ERM module would require further set-up beyond this point.
Should you need any further support please contact the Customer Success Team at email@example.com or call 01829 731 200.