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Organization Groups Overview
An overview of Organization Groups and how to add additional Groups
If you don't see Organization Groups listed in the Global Settings, please contact us. Support: 1-888-783-1493 | Create a Ticket
By default, the Location, Department, and Position Groups can be added in the Initial Setup Wizard
Groups Overview
What is a Group? A Group is an Assignment Scope that contains specific instances within the scope. For example, you could add a Group called "Management" and add instances to the Management Group such as Team Leads, Assistant Managers, or Supervisors.
There are 3 Assignment Scopes that are used for assigning rules within the software: Company, Group, and Employee.
To learn more, see The Assignment Scope Hierarchy
How to Add an Organization Group
1. Click to open the Global Settings
2. Select Organization Groups
3. Click and select Add
4. Enter a Name and configure each setting as necessary
Setting | Description |
Name | Display name of the Organization Group |
Description | Group Description |
Dynamic Group | Conditional grouping calculated on a daily basis |
Is Managed | Enables you to choose a management level for this group |
Targets |
|
5. Click
6. Click the new Organization Group to Select it
7. Click and select Group Structure
8. Click
9. Click and select Add
10. Enter a Name
11. Click
The new Organization Group will appear In the Left Nav under Organization Groups