Navigating Groups Administration

A Group is a collection of users who have something (i.e. purpose, job, location or some other attribute) in common. Groups are used extensively within Compligo to assign activities to users and to grant some permissions. 

Please review the following articles for more on Groups:

• Add a Group
• Edit a Group
• Create Dynamic Group Filters

 Types of Groups

There are two basic types of Groups in Compligo:

1. Manual Groups are made up of individual users added and removed from the group for a specific purpose.
2. 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.

• Job-based Dynamic Groups are automatically created and maintained based on information that relates to a user's Job and are filtered based on:
• Jobs within a Department (e.g. Sales Department)
• Jobs are within a Position Group (e.g. Salespeople)
• Jobs are within a Supervisory Level (e.g. Supervisors)
• Location-based Dynamic Groups are automatically created and maintained based on information that relates to a user's Location and are filtered based on:
• A physical Location (e.g. Portland Headquarters)
• Locations within a State (e.g. United States, OR)
• Locations within a Country (e.g. United States) 

 Related Articles

• Allow group members to start a form
• Schedule an Activity Template for distribution
• Grant permission to view a Queue
• Grant permission to view Personnel Files at a Location
• Grant permission to view a Personnel File Folder
• Grant permission to view or edit a Workspace
• Grant permission to edit a Binder
• Grant permission to view a Library Item