User Settings manual

5. Set up My Groups

  (User Settings)

Your system administrator should have set up Groups for your company, such as Marketing, Management, Sales, etc. These Groups help organize Users efficiently.

In order for you to be more personally efficient, you can also set up groups called My Groups.

You can create My Groups to personalize a group of people you need to contact or work with on a regular basis. You can put together your own group of cross-functional people for quick access, or you may need to create a group for a special project. You can add as many personalized groups as you want.

  1. On the Portal Page, click User Setting.

  2. Click My Group Setting.

  3. To add a new My Group:

    • Click Add.
    • Enter a My Group name.
    • Click Save.
    • Select Users to add to your group from the list box, click Add.
    • Select a facility to be associated with your group, click Add.
    • Click Add.
  4. To edit a My Group:

    • Select the My Group you want to edit.
    • Make necessary changes.
    • Click Save.
  5. To delete a My Group:

    • Select the group you want to delete.
    • Click Delete.
    • When prompted, click Yes to confirm deletion.

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