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:
- Navigate to Admin Tools > Admin Panel > System > Group types.
- Click Edit next to the group type you want to modify.
- 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.
- 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.