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Groups

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Groups Management

Groups allow users to organize and manage groups of individuals for collaborative purposes. Groups can simultaneously share dashboards, alerts, or reports with multiple users, simplifying management and collaboration within teams or organizations.

Manage Groups Section:

  • Blue “+” Card: This card allows you to create a new group.
    • Group Name Field:
      • Enter a name for the group.
      • Drop-down or searchable input field where users can select individuals to add to the group.
      • Click “create.”

  • Action:
    Groups contain a three-dot menu (⋮) that provides the following actions:

    • Edit: Allows users to modify the group name and users.
    • Delete: Deletes the group permanently.

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