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Groups - Deleting a group type

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

Overview:
This guide explains how to delete an unused group type (e.g., Teams, Locations) from your system. A group type can only be deleted if there are no users assigned to groups within this type before deletion.

How Deleting Group Types Works:
Group types organise users for bulk actions or reporting. Deleting a group type removes it permanently.


How to Delete a Group Type:

  1. Remove all users from groups within the type (use Bulk User Update tool if needed).
  2. Navigate to Admin Tools > Admin Panel > System > Group Types.
  3. Click Delete next to the group type.
    • If Delete option is not visible, users are still assigned.
  4. On the pop-up, click Delete to confirm.


Additional Information:

  • Key terms:
    • Group Type: A category for groups (e.g., "Departments").
    • Bulk User Updates: Tool to reassign users en masse.
  • Permissions: Requires 'Group Setup' access.
  • Tip: Export group data before deletion for records.
  • Search tip: Use the platform’s search bar to find "Group Setup" or "Bulk User Updates."


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