RS10 allows system admins to edit and create Groups that can be assigned to locations, projects, contacts, crew, and accounts. Groups are affiliate offices that are sharing your Reel-Scout™ version 10 platform.
Accessing the Groups sub-menu can be accomplished by entering the Admin module and selecting Groups on the left-hand side of the page.
1. Sorting Groups
The Groups listing can be sorted by either the GROUP NAME or by the GROUP ID. Clicking on either one of these column headers will sort the list into alphabetical or numerical order. Clicking the blue triangle next to the column header you have selected will allow you to reverse the order in which the column is organized. The WEBSITE column allows you to access each group’s website from this page, but you cannot sort the list using this column.
2. Editing Groups
To edit a group, click the Edit (pencil) icon in that group’s line on the far right-hand side of the screen.
An Edit Group dialog box will open, which will allow you to edit the fields as necessary. There are also checkboxes that you can use to assign the group to all locations or location contacts. Click Save to preserve your changes, or Cancel to return to the Groups Manager screen.
3. Adding Groups
Adding a group to your RS10 database can be accomplished by clicking the Add New Group link at the top of the Group Manager page.
When Add New Group is selected, a drop-down menu of fields will appear. The only required field is Group Name. Once you have filled in the fields, you can choose to assign the group to all of your locations or location contacts using the checkboxes provided. You can always assign individual locations, contacts, projects, crew, and accounts as required using those modules.
4. Deleting Groups
Deleting groups is only possible if they are not assigned to any locations, contacts, projects, crew, or accounts.