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About Groups

Learn how Groups can be used to organise users that have common attributes to allow for easy administration of system functions

Groups can be used to organise users that share common attributes. Once created they can be used for enrolment filtering, list filtering or Insights Report filtering.

Typical uses for groups can be:

  • Geographical Region or Location - e.g., Melbourne, Sydney, Adelaide
  • Company Site - e.g., Head Office, Operating Site 1 vs Operating Site 2
  • Company Department/Business Unit - e.g., Administration, Customer Service, Operations
  • Job Function/Role- e.g., Team Leader, Care Worker, Volunteers
  • Job Status - e.g., Trainee Staff, Senior Staff

Groups must be created with a title and a description and then members assigned. All account types can be members of a group.

✅ A user can be a member of multiple groups if required

Using Groups

Groups can be a just a single group or a member of other groups, which means a multi-level (nested) hierarchy can be created if required. This allows for organisational structures to be created, which can later be used to share resources via Resource Collections.

✅ The system has a default group that contains all Organisation User Accounts (users and Admins). When users are created (excluding Guest Users) they automatically become members of this group.