Understand and Handle Groups (ios)

Using groups, users gather and can easily be added to a Case at the same time. For example. all in a group of certain function or in a place in your organization; security group, crisis group or central station.

You can see all the Groups you are using by clicking on "My Page" and then "Groups"

The groups are sorted into a group tree, a group such as "Stores" may have subgroups such as "store managers" and "Sellers", these groups may have different access levels and roles in the system.

Add a group / group tree to Case

When you want to add a group to a Case, you can choose to add all groups in a group tree or choose to include only one group in the group tree, for example only "store managers" instead of "stores". 

• Enter the desired case
• Click "Info"
• Select "Groups"
• Click "add more Groups" or on the group you want to add

Now you have the option to choose whether you want to add a whole group tree or just a group.

• Click the box "Not Assigned"
• Select "All Levels" to add the entire group tree
• Select "this level” to add only the visible level.

To add only a subgroup click on the group name and work yourself down the group tree until you reach wanted level.

• Click "not assigned"
• Then select "this level"
• Click "Done" to save your changes.

Delete group from Case

You can delete a group from an existing case by clicking on "Info" in the case menu tab 

• Click on the group levels
• Select "None"
• When the group is "not assigned", it is deleted from the case
• Click "done" to confirm changes