What is it?
Group Management enables administrators to control the different user group types within database. Each user profile that is contained in the database must belong to a specific Group.
How to access
Navigate to Database > Group Management
The Group Structure section of the Group Management page allows you to view all user groups and parent-child relationships in your database.
- Add: This button will allow you to create a new database group.
- Copy: This button will copy a group that you have selected in the Group Structure section. Use this button to easily copy groups and their properties.
- Delete: This button will delete a group that you have selected in the Group Structure section. Clicking this button will bring up a modal window that asks you to confirm the deletion of the group. Note: If the group you are trying to delete has permission to access any of your forms, you may receive an error message when attempting to delete a group.
The Group Properties section of the Group Management page allows you to view properties of the selected group in the Group Structure section.
- Group Name: The group name defines the name of your group.
- Special Group: If a group is marked as a Special Group, only users with the "Can add special group members" permission can add users to this group.
- Ghost Members: Ghost members do not show up in search results.
- Admin Group: If a group is marked as an Admin Group, it will automatically be assigned permissions or all new functionality.
- Allow first time login as new user: If this box is checked, no fields will be pre-populated the first time a member of this group logs in and fills out a form.
- Contact Center Message Approval: Contact Center messages sent by this group require administrative approval before the message is actually sent. This group must have Contact Center page permissions for this setting to take effect.
- Landing Page: The landing page is the first page that the user will be directed to after successfully logging into the system.
- Notes: The notes area gives you an internal notes field to make notes about a group.
- Manage Attributes Cascading to Child Groups: Attributes shared by parent and child groups can be selected as cascading attributes. Cascading Attributes will be pre-populated into child group profiles on application forms taken by users in the parent group. Assigning attributes as Cascading Attributes will save parent group users having to re-enter shared attributes on application forms
- Child Group Limit: This field allows you to enter a maximum number of children that the parent group can have. This field will appear when you have selected a Parent group.