CardExchange Solutions Documentation
Groups
- Roman Villandry
Introduction
This is a standard practice where groups are created to indicate different roles such as Administrators, Production, Photo, etc. Each group has specific roles assigned to it, and when a person is added to a group, they inherit these roles. This is important to ensure clarity across all applications in the Cloud. Not everyone may have the ability to produce cards, manage individuals in the front end, or approve photos.
Managing Groups
Adding Groups
Create Groups and assign existing Roles to these Groups.
To create a new group and assign existing roles, follow these steps:
Click on "Add a Group" to create a new group.
Provide a name for the group and select a role from the available options.
Optionally, enter a description for the group.
Click "Save" to store the configuration and return to the group overview.
To add users to a group, follow these steps:
Select the group you want to add users to.
Click on "Members" button.
Select the desired users by checking the checkboxes.
If you have a large number of users, you can search for specific users by entering their name or part of their name in the search field.
Click "Save" to store the selected members in the group and return to the group overview.
You can always add or remove users from groups by selecting the group, clicking on "Members", and managing the checkboxes accordingly.
Editing Groups
To change a group, select the group and click "Edit Group". To delete a group, select the group and click on "Delete Group". Please note that when groups are used within the management system, the users assigned to these groups will lose access to features and functionality.
Deleting Groups
To delete a group, click on the Red Trashcan icon to the right of the Group.
This will open a message box asking if you are sure you would like to delete the Group. Click on Yes to delete the Group, and click on No to cancel the delete operation, and return to the Group Overview.
Managing Members
When you have created the Group, you need to add members to this Group. To manage existing, adding, or deleting members from the group, you need to open the Manage Members Overview. Click on the Members icon as indicated below to open the overview.
In the members overview you see the added Members in the list. If no Members are added, this list will be empty.
Members are added based on their email and to lookup members to add them, start typing the email address of the person in the search field. Click on the email address of the person that is shown in the list to add. The new Member will be presented in the list.
To remove a Member, simply click on the Red Person icon on the right of the Members email address.
