There are two basic types of Groups in Compligo:
- Manual Groups are made up of individual users added and removed from the group for a specific purpose that generally has a beginning and end point.
- Dynamic Groups are made up of users who meet specific criteria for membership. The system will then automatically filter users in and out of the group based this criteria.
Refer to the appropriate section below for instructions on editing Manual Groups or Dynamic Groups.
Groups are also used to grant some Administrative permissions with regard to managing activities within Personnel Files. See the How to Grant Group Permissions to Administrators section below for information about how to control who can perform these administrative functions.
Editing Manual Groups
- Click on the Admin tab.
- Click on the Groups subtab.
- Click on the name of the group to edit (Manual groups will show Manual under the Type column).
- To add users, search for and move names from the left side to the right side
- To remove users, search for and move names from the right side to the left side
- Click on Save Changes
Editing Dynamic Groups
- Click on the Admin tab.
- Click on the Groups subtab.
- Click on the name of the group to edit (Dynamic groups will show Dynamic under the Type column).
- Click in the text field labeled Group Name.
- Make the desired changes in the Group Name Field.
- Click on Add Filter on the right-hand side of the desired object (e.g. Job, Position Group, Supervisory Level, Department, Location, etc.).
- Select the Comparator and the enter a Value to create a new filter.
- To edit the Group Name:
- To add filters:
If the new filter is in addition to existing filter(s) on a category, then you will also need to select AND or OR which tells the system how to evaluate the combined Comparators. Refer to Creating Dynamic Group Filters for additional details on group filters and logical comparators.
- To remove filters:
- Click on the Remove link on the right-hand side of the filter you want to remove.
- Click on Save Changes once all changes are made.
Group Permissions
The following permissions can be added to any group, but are typically reserved for member of the Administrators group or similar.
- Click on the Admin tab
- Click on the Groups subtab
- Click on the Administrators group (or any other group of users to whom you wish to grant administrative permissions)
- Scroll down to the Group Permissions section and enable the appropriate permissions:
- Click Save Changes
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