Managing groups for a company

About managing groups

A group is a subset of a company. Groups may represent different locations or business groups.

The Search Groups page is used to manage the groups for a selected company. From this page, users can create new groups, edit existing groups, and view group information.

Displaying the Search Groups page

On the Administration menu, to display the Search Groups page, click the Groups option.

Displaying a list of groups for a company

Displaying a list of groups

To display a list of groups, provide search criteria, then click Search Groups.

Selecting the company

You can only manage groups for one company at a time. If you can manage groups for more than one company, then the Search Groups page includes a Company name field to provide the name of the company.

You can type the company name into the field, or use the find icon to search for and select the company.

When you click Search Groups, if the criteria match more than one company, then the field becomes a combo box listing the matching companies. Select the correct company, then click Search Groups again.

Providing other search criteria

To narrow the list, you can use the following additional criteria:

Contract #	If contracts are used, you can search for groups belonging to a specific contract. In the Contract # field, type the contract number.
Group name	Used to search for groups based on the group name.
Group ID	Used to search for groups based on the group ID.
City	If groups can have mailing addresses, then use this field to search for groups based on the city where they are located.
Country	If groups can have mailing addresses, then use this field to search for groups based on the country where they are located.
Group status	By default, the group search results include only active groups. To only include inactive groups, select Disabled from the dropdown. To include both active and inactive groups, select the blank option from the dropdown.
Other group properties	The page may include other properties to use for the search.

Adding a group to the company

To add a group to the company, click the Add Group link next to the search button, or the Add group link on the results toolbar.

On the Group Maintenance form, provide the required information, then click Save.

For information on the fields on the Group Maintenance form, see Group Maintenance.

Editing a group

To edit a group, click the Edit link for the group, or select the Edit group option from the group Options list.

On the Group Maintenance form, provide the updated information, then click Save.

For information on the fields on the Group Maintenance form, see Group Maintenance.

Viewing group information

To display a read-only summary of the group information, click the View link for the group, or select the View group option from the group Options list.

The View Group form includes the following tabs:

Overview	Contains a summary of the group settings, including: Name and ID Address, if provided Other group properties
Transactions	Depending on your privileges, the form includes a Transactions tab to show the transactions that have occurred to the group, including when: The group is created The group is modified The group coordinators are changed

Managing coordinators for active group

If you are able to manage coordinators, then the Options list for each active group includes a Manage coordinators option.

When you select the Manage coordinators option, the Search Coordinators page displays.

When you display the Search Coordinators page from the Search Groups page, the coordinator search criteria is initially configured to show only the coordinators for the selected group.

For information on managing coordinators, see Managing coordinators for a company.