How to create user groups

Meaning of the term

Groups - unions of selected users that have access to audits and analysis of audit results within the checklist created for each particular group. For example, only users of the "Share Control" group can conduct audits using the "Share Control" checklist and receive notifications of the audit results. Users that are not added to the corresponding group will not be able to see the assigned checklist for the group. Users from different departments can be included in the group.

Create user group

To add a new user group, click the New group button in the Users groups section. This will open a window for creating a new group.

Enter the group name, description and click Create group. The group created by default will be inactive and you will need to activate it in the group information editing panel.

Edit group information

To view/edit the information about a group, click on it in the list of groups, the panel for viewing the information about the group will open. This panel will also open after the new group is created (to activate it).

In the Information tab you can edit the following fields:

• Name;
• Description.

Click Save changes to save your changes.

To edit the user allocation for the selected group, click the Users tab.

• To select users for a group, drag a user from the list of available users to the list of selected users using the arrows (single selection) and select all available users. For your convenience use the search.
• To deselect a user, drag a user from the list of selected users to the list of available users using the arrows (single selection) and select all available users. For your convenience use the search.

Click Save changes to save the changes.

To edit the distribution of reports for the selected group, go to the Roles tab.

• To select a report for a group, drag the report from the list of available reports to the list of selected reports using the arrows (single selection) and select all available reports. For your convenience use the search.
• To deselect a report drag a report from the list of selected reports to the list of available reports using the arrows (single selection) and select all available reports. For your convenience use the search.

Click Save changes to save the changes.