User Groups

User groups are departments within your company. Action Items are assigned to User Groups. Users can be a part of more than one user group or a User group can consist of only one user. You can also set User Groups to get Alerts for Web Order, when a project has been put on hold or when a project has been cancelled. 

User Group Configurator 

To add a user to a group select Tools > User Groups Configuration > Hit the Group Name drop down > Select a group > Check off the user > Hit enter or tab on your keyboard. The Save is not required as the Save is used ONLY for adding new group names as instructed below.

To add a new user group select Tools > User Groups Configuration > Type the new name under Group Name > Save > Re-select the Group from the drop down > Assign the User > Tab or enter on your keyboard.

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