Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

The Group Management tab in the Administration Center allows you to create, edit and delete groups that

a user can be put into that allows said users to have access to specific rules within the Treekeeper system as well as keep different reports and search filters accessible only to groups of your choosing.Image Removed

users are placed in.

Having custom groups allows you to give a specific set of users access to certain Quick Filters, Reports, and Rules within TreeKeeper.

image-20241022-153243.pngImage Added

Adding a Group

To add a group to

the available groups first use the plus

your TreeKeeper system, start by clicking the AddIcon.pngImage Added button at the bottom of the Group Management window

. From there you will need to name the group, remember to choose

. You will start by giving the group a name. After a name is entered, you will be directed to the Edit Group page. You can then add users to the group or remove users from the group by adjusting the Group Members section.

image-20241008-132641.pngImage Added

image-20241008-132702.pngImage Added

Info

Tip: Give each group a name that makes it easy to understand who

those

the users in the group are (Volunteers, Contractors,

Admins

Foresters, etc.)

After this, it will automatically go into the Edit Page for the group. To get here on an already existing group hit the Edit button in the actions column.

Image Removed

Image Removed

Rule Permissions

After you have the group members added you can move on to assigning any rules that these users might need access to by entering the Rule Permissions tab underneath.

If you need to know more


Where Groups Are Used

Rules

Once users have been added to the group, you can give the group access to any rules that they may need. To do so, click on the Rule Permissions ribbon to expand that section, then click the check-box under the Allowed? column. Once you’ve allowed all of the desired rules, don’t forget to save the group!

For more information about creating rules and what rules can do for your Treekeeper system see: Rule Management.

Image Removed

Report and Filter Permissions

Once a user is added to a group you can also give that group specific access to reports and filters within the system. To do this with reports once you create them
image-20241008-133249.pngImage Added

Reports

In the edit form of the any given report, you can share

them

it with a specific group of your choice. Just click the dropdown next to Shared with… and find the custom group you wish to make the report available to.

For more on

making

creating reports see: Building a Custom Report.

image-20241022-153514.pngImage Added
Image Removed

Quick Filters

When

making a filter you can restrict the filter to a specific group only, and then select which groups you would like to

creating or editing a Quick Filter, you can choose one or many groups who will have access to the filter.

For more on

making

creating Quick Filters and how these

Filters

filters work see: Quick Filter.

Image Removed
qf_groups.pngImage Added