Use the Groups feature to organize users with similar roles into one or more groups. Users in groups have the additional functionality of the group, such as assigning permissions to users, actions on apps, responses, access to folders, etc.
The Group feature's options vary based on your company's version of the system and the permissions for your users and groups. If you have questions, ask your company's system administrator.
Add Group
When creating a new groups, the system sends an email to the user with the user name and a link to the login page. The first time users log in, they must enter a username and password
- On the top menu bar, click System Management (
) > Administration > General > Groups - On the Group Summary page, in the left column, click Add a Group
On the Add a Group page, fill in the fields.
Field Description Name The name of the group Description The description of the group - Click Add. Result: Group Details page appears
- On the Group Details page, fill in the fields. See Modify Group, step 4, below
Modify Group
These options vary based on your company's version of the system and the permissions for your users and groups. If you have questions, ask your company's system administrator.
- On the top menu bar, click System Management (
) > Administration > General > Groups - On the Group Summary page, in the Name column, click the group (or sort by column heading or search in columns to find a group)
On the Group Details page, modify the fields, as below
Find and select options
- Search within columns or use the page links at the bottom of the list. Click column headings to sort in ascending or descending order
- Check the boxes for the options you want the group to have
- Click Save
Some options need explanation
Users in multiple groups get all the permissions of each group.
In order to add users to a group, you must have three permissions:
- ViewUsers
- ModifyUser
- ModifyUserGroups
Optional. To remove users from all groups other than this one, check the box for Remove the users from their original group(s). The removal happens at the same time as adding the user to this group. For more information, see Users.
Indicators provide information about items, tickets, alerts, and messages. To control how some indicators appear in Messages ( 
) and if they are announced with a sound, see Account > Modify Preferences > Indicator Settings.
Choose the registration codes the group can work on.
A common use for limiting a group's responses is to let a team or department at a company have its own set of responses. For example, a company could have four regions, each with its own team. The company could give each regional team its own group and own set of responses. For more information, see Responses.
| Option | Description |
| Prompt for notes when entering a quick response | Reminds users to enter a note when using a quick response. If checked, notes can also be required |
| Save the operator as the locator for the quick response | Makes the user who entered the quick response the locator |
To see the history of changes to a group, on the Group Details page, scroll to the bottom to find the History section:
| Column | Description |
| Action | The change made to the group |
| Action Time | The date and time the change was made |
| Description | The description of the change |
| Operator Name | The user who made the change |
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