This guide will guide you through the group function of the project. You can create/manage groups for each project, assign users to groups, grant roles, or manage them by grouping them.
Go to the Home / Administrator - Groups screen.
① Title: Screen name, total number of groups created in the project are displayed as badges
② Filtering function: Filter the group list by name and role
③ New Group button: New group creation button
④ Group list: Shows the project's groups in list form.
New Group
Guides you through creating a new group for your project.
Click the New Group button on the Home / Administrator - Groups screen to go to the group creation screen.
Enter the initial attribute values required to create the group.
Name : Enter a group name.
Roles : Select the role to be assigned to the group. Users belonging to the group will have the role assigned to the group.
After entering all the initial property values, click the Create button at the bottom right to create a group.
New group creation is complete.
Group Detail
Here is a guide to the project group detail screen.
You can go to the detail screen by clicking the group name in the group list on the Home / Administrator - Groups screen, or by clicking Detail (yellow pencil button) in the Actions column.
① Group detail page name, selected group name
② Group detail property tab: This is a tab configuration where you can view the group overview and the users belonging to the group.
③ Group detail property: This is the detailed information of the group. Information such as the group name, role assigned to the group, creation date, and creator are displayed.
④ List button: Returns to the group list screen.
⑤ Save button: Saves group changes.
Group Edit
Guide to editing group details.
Among the project group information, Name and Roles can be modified. Created Date and Creator are automatically entered when the group is created and cannot be modified.
Modify the group name and roles, and click the Save button at the bottom right.
The group details have been changed with the revisions.
Group Member
You can check the list of members belonging to the group by going to the Users tab in the Home / Administrator - Groups screen.
You can only check and delete users belonging to the group. To assign users to a group, you can set it in the Home / Administrator - Users screen.
To remove a member from a group, you can click Delete (the red trash can button) in the Actions column.
As above, a member has been removed from the group.
Group Delete
This guide explains how to delete a project group. Deleting a group does not delete roles or members.
On the Home / Administrator - Groups screen, click the Delete (red trash can) button in the Actions column.
When a pop-up window appears asking you to confirm group deletion, click the OK button to complete group deletion.
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