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.
Adding a Group
To add a group to
your TreeKeeper system, start by clicking the 
button at the bottom of the Group Management window
. 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.
| Info |
|---|
Tip: Give each group a name that makes it easy to understand who |
the users in the group are (Volunteers, Contractors, Foresters, |
Editing the Rule Permissions of a Group:
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.
Allowing Use of a Report or Filter to Specific Groups:
Once a user is added to a group you can also give that group specific access to reports and filters within the system.
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.
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.
creating reports see: Building a Custom Report.
and how these filters work see: Quick Filter.
