HOW TO CONFIGURE A NEW GROUP & CREATE NOTIFICATIONS

HOW TO CONFIGURE A NEW GROUP & CREATE NOTIFICATIONS

Learn how to efficiently create a new group within your platform, assign specific roles, add users, and set up necessary locations. This guide also covers adding automated notifications to ensure your team stays informed and organized.

Access Management Navigation



2.  Click "Groups" tab


New Group Creation

3. Click "+" icon to create new group.

4.  Type "Name" field

5.  Click "Create Group"

Group Assignments

6. Click "Add Role"


Info
By adding a role to a group, any user assigned to this group will automatically have this role as well. This can make managing larger organizations and user bases much simpler.

7. Select "Role 1" and click "Add Role"



8.  Click "Add User"

9.  Select "Jane Doe" and click "Add User".

10.  Click "Add Location"

Info
By adding a location(s) to a group, any user assigned to this group will automatically have access to the location(s) as well. This can make managing larger organizations and user bases much simpler.

11. Select "Storage Closet" and click "Add Location(s)".

Notification Configuration

12. Click "Add Notification"

Info
Group Notifications work in the same manner as they do for Users or External Notifications, they are just applied to all users assigned to the group.

13. Configure "Item approaching expiration" notification and click "Add Notification".

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