User groups help organize and manage multiple branches or teams within a company by grouping users. This functionality assists in filtering tasks and structuring team assignments effectively.
View Setting
➡️ Profile Icon > Settings > Users > User Groups > View
Add User Group
➡️ Create New User Group
Type the name of the user group in the User Group field.
Click Add User Group to save.
When you create your initial user group, it will be automatically assigned to all users.
Edit User Group
➡️ Modify an Existing User Group
Click Edit next to the user group.
Amend details as required.
Click Save.
Delete User Group
➡️ Remove a User Group
Click Delete next to the user group.
Type Delete to confirm and click Delete.
Once a User Group has been assigned to a user, it cannot be deleted.
Updating a User Group for a Specific User
➡️ Assign User Group to a User
Go to Settings > Users > Users > View.
Select View for a specific user.
Click Edit business details.
Choose the desired User Group from the dropdown menu.
Click Save.
View/Hide a User Group in the Diary
➡️ Toggle User Group Visibility in Diary
Open the Diary.
Go to Filters.
Under User Groups, tick or untick the relevant user group to show or hide it in the diary view.