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FieldLogs

Creating a Group

The configuration of an enterprise starts by building its hierarchy. In FieldLogs, you build the hierarchy by creating groups.

A Group is a logical classification in the hierarchy. A Group consists of members in the hierarchy with roles and authorizations.

When you create an Enterprise, you have a first Group at the root level. The first member, the main administrator, is automatically assigned to the Group at the root. Then, you can create the Sub-Groups to build the hierarchy of your Enterprise.

Enterprise_Hierarchy_groups-subgroups.png

Warning

Be cautious when you create the architecture of your Enterprise. It is not recommended to move users, Groups or Template DB.

To create a Group:

  1. In the section Enterprise, go to the tab Enterprise > OrganizationOrganization_Icon.png.

  2. In the Enterprise Hierarchy list, select a Group.

    Select_group_Enterprise_hierarchy.png

    Note

    The Group selected is the Parent Group. Any Group created becomes the child of this Group.

  3. Click Add.

    Click_Add_Enterprise_Hierarchy.png

    Tip

    You can also right click on a Group to open the list of options.

  4. Click Add Group.

    Select_Add_Group.png

    The New Group is added to the Parent Group.

    New_Group_Enterprise_Hierarchy.png

  5. In the Edit Group box, change the name of the Group.

    Edit_Group_Organization_Section.png

  6. Select a Group icon.

    Change_Icon_Edit_Group.png

  7. Click Save.

    Click_Save_Edit_Group.png

    The Group is created. You can add users to the Group.

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