Accessed via: > System Settings
Note: Groups are only available in Essentials and Plus editions. |
This section covers;- oChanging the Display Order of Groups
Refer to Edit Group Users for;- |
Larger companies, those with large numbers of employees, can assign these members to 'groups' making user lists easier to read and manage.
So, for example, an expense approver can simply be assigned the right to approve expenses for an entire group of employees. In this case the approval right will apply to all employees within that group.
oCreate new Groups using the New Group button.
oManage Groups via the icon located to the right of the list.
oBy default, any disabled companies are hidden from the list. This ensures the list remains 'current'. However, you can include these in the list by placing a tick in the Include Disabled Groups check box..
oCompanies can be disabled via the Enable / Disable toggle.
oGroups can also be promoted / demoted in the list by dragging the icon located to the left of the group.
oUse the Save button to save the list order. This order is then used in all Group drop down selectors.