9.3.4. Groups

The Groups tab contains two sub-tabs:

1. Group List

In this tab, users can create, edit, and delete groups.

*For more details on the single-select dropdown fields populating this form, click here.

1. Export: This button allows users to export the grid and save it either as an Excel file, a Word file, an HTML file, or a CSV file.
   • For more details on this function, click here.
2. Group Type: This is a single-select dropdown field that display the list of group types. It is a mandatory field.
   • Group Types: Roles and Users.
3. Group Code: This is a text field that allows users to input the group code. It is a mandatory field.
4. Group Title: This is a text field that allows users to input the group title. It is a mandatory field.
5. Active: This is a checkbox which, if enabled, allows users to mark the group as active.
6. Reset All Fields: This button allows users to reset all fields, clearing them of content.**
7. Delete Selected Group: This button allows users to delete a selected group from the grid.**
   • To delete, select the group from the grid (by double-clicking) and then click on the Delete Selected Group button. Once this button has been selected, a confirmation message will appear at the bottom of the page informing users that the group has been deleted successfully.
8. Save: This button allows users to save the group.**
   • If all mandatory fields have been filled and this button is selected, a confirmation message will appear at the bottom of the page informing users that the group has been added successfully.
   • If mandatory fields have not all been filled and this button is selected, an error message will instead appear at the bottom of the page informing users of the fields that still need to be filled.

** In the Organization Management version of the application, these fields are not available, preventing unauthorized users from creating, editing, or deleting groups.

*To view or edit the properties for an existing group, double-click on it from the grid.

2. Group Members

In this tab, users can assign members to a group. Users can also remove members from a group.

*For more details on the single-select dropdown fields populating this form, click here.

1. Group: This is a single-select dropdown field that retrieves the list of groups.
2. Member: This is a single-select dropdown field that retrieves the list of users, enabling you to choose one of them as a member of the group.
   • The dropdown items for this field are only released once a group has been selected.
3. Group Members: This field is automatically populated once a group is selected. It lists the members of the selected group.
4. Add Member to Group: This button allows users to add a member to the selected group.
5. Remove Member from Group: This button allows users to remove a member from the selected group.
   • To remove, select the member from the grid (by double-clicking) and then click on the Remove Member from Group button.
6. Export: This button allows users to export the grid and save it either as an Excel file, a Word file, an HTML file, or a CSV file.
   • For more details on this function, click here.