What Are Groups?

Groups allow you to manage the permissions of multiple users at once.

This lets you add a group of people to a template, folder, or checklist with a single click.

Groups also let you easily manage the permissions of new employees, as you can add them to a group instead of each folder, template, or checklist individually.

You can also assign a group to a scheduled checklist or to individual tasks so that every checklist that you run, will automatically have them assigned.

Users: In order to create or manage groups, you must be an Administrator.

A Groups example:

Your Sales Group has the following permissions:

  • “Can View Own & Run” access to the “HR Folder”
  • “Can View & Run” access to the “Sales Folder”
  • “Can View Own” access to the “Support Folder”

When a new person joins the sales team, you can simply add them to the Sales Group and they will inherit all of the above permissions. This saves time against adding them to each folder or template individually.

Default Groups

If it’s the first time you’ve access the groups page, you’ll find that we’ve created four default groups which you can edit or delete, depending on what you need.

Click on your organization name in the top right corner of your screen and then click on the “Groups” tab.

Click the pencil icon and then click on the “Properties” tab. From here you can edit the name of the group, change the group icon or image, or delete the group.

How to create a new Group

To create a group, start by going into your organization manager by clicking your organization’s name in the top right of your dashboard.

Click on the “Groups” tab and then click the “New Group” button. Give your group a name and click “OK” to save it. Now you can add users to the group.

Setting or Changing a Group Picture

You can set a picture for a group just as you would set a picture for an individual. Group pictures help to visually demonstrate what the group is about.

To set or change a group photo, start by going into your organization manager by clicking your organization’s name in the top right of your dashboard.

Once there, navigate to the “Groups” tab and then click the pencil to the right of the name of the group you’d like to add an image to, or change an image for.

From the group’s settings page click the “Properties” tab and then click “Change photo”.

Upload the image of your choice, or choose from one of our examples below! You’ll need to save the image to your computer before you can use it.

Finance

HR

Marketing

Sales

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