User Groups

Setting up User Groups

User groups are used to group staff members, making it convenient to assign items from the Documents and Incidents modules to multiple users. This ensures efficient communication and keeps the relevant individuals informed through the system. You can access these groups by going to the blue User Administration tab on the Admin section, and choosing the blue ‘User Groups’ tab.

Only Admin level users are able to set up and manage user groups in your property.

How do I create a user group?

Step One

To create a user group, click the green Create User Group button at the bottom-right of the page.

Step Two

In the window that appears, give your user group a name, and click ‘Save’. You should tailor your user groups to mirror existing staff structures at your property.

Common user groups include:

  • All Staff

  • Teaching Staff

  • Governors and Trustees

  • SLT

  • Site Staff

  • Admin Staff

How do I add users to a user group?

Adding a single user to a user group

To add a single user to a user group, head to the blue ‘Users’ tab and click the pencil icon in the action column for that user. This will take you to their ‘Edit User’ page.

Under ‘User Groups’ is a green ‘Add User Group’ button which will let you add this user to any user group you have already set up. You can also click the red ‘X’ next to any added user group to remove the user from that group.

Adding a multiple users to a user group

To add multiple users to a user group, head to the blue ‘Users’ tab and tick the checkboxes in the action column against every user you would like to select. Then go to the ‘Please Select Action…’ dropdown above and choose ‘Edit User Groups’.

A window will appear where you can add, remove, or overwrite group allocation for the selected users by tick the checkboxes next to all user groups you would like to apply to these users and then clicking ‘Save’.

How to I edit or remove a user group?

Editing user groups

Clicking the pencil icon alongside any user group in the list on the ‘User Groups’ tab will reveal the option to change its name.

Removing user groups

Use the small red ‘X’ to the right hand-side to delete a user group. Please note that the red ‘X’ will only show beside user groups with no users attached to them.