Groups
Using the Groups feature of the procurement platform.
Summary
Procurement can create Groups and assign team member user accounts to them such that the team members are granted the roles of that group.
All current groups can be viewed on the Groups tab of the Team page under Settings. From here, groups can be searched for, managed and created.
Creating Groups
To create a new group:
Click + New group
Enter a name and description for the group
Choose which users should belong to the group by searching for and selecting them
Remove any selected users using the trash icons
Select which roles should be assigned to the group and consequently the members of the group
Remove any selected roles using the trash icons
Review and click Save in the top-right to create the group
Once created, groups can be edited, or deleted from the Groups page.
Managing Groups
To manage existing groups on the Groups tab of the Team page:
- Click Edit in a row menu dropdown or click on the table row itself to modify a group
- Click Delete in a row menu dropdown to permanently delete a group
- Click + New group to create additional groups
