Support Portal

Submit a ticket My Tickets
Welcome
Login  Sign up

Groups - Editing a group type

Who this is for: System administrators. Requires 'Group Setup' permission.

Overview:
This guide explains how to edit an existing group type (e.g., Teams, Locations) to adjust settings like priority, mandatory assignment, or multi-group membership.

How Group Types Work:
Group types categorise users (e.g., by department or location) for bulk updates, reporting, or filtering. Editing a group type lets you control how groups within it function (e.g., making membership mandatory).

How to Set Up Group Types:

  1. Navigate to Admin Tools > Admin Panel > System > Group types.
  2. Click Edit next to the group type you want to modify.
  3. Adjust:
    • Priority (0 = highest priority in lists).
    • Required: Ticking this forces users to be assigned a group before other profile edits.
    • Allow multiple groups: Lets users belong to more than 1 group within this type.
  4. Click Save at the top of the page.


Additional Information:

  • Key terms:
    • Group Type: A category for groups (e.g., "Locations").
    • Group: A subset within a type (e.g., "London" under "Locations").
  • Permissions: Requires 'Group Setup' access.
  • Tip: Use higher Priority values (e.g., 0) for group type you wish to appear first on the system.
  • Reminder: Changes apply globally; review dependencies (e.g., reports) after editing.
  • Search tip: Use the platform’s search bar to quickly locate "Group Setup" or other features.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.