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Group Management (X)

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Created by Alexander Kinzer , last modified by Connor Joseph Saxon on Jun 29, 2021

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What Is Group Management:

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.

Adding a Group:

To add a group to the available groups first use the plus button at the bottom of the Group Management window. From there you will need to name the group, remember to choose a name that makes it easy to understand who those in the group are (Volunteers, Contractors, Admins 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.

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. If you need to know more about creating rules and what rules can do for your Treekeeper system, check out our support article on creating Rules by following the link Here.

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. To do this with reports once you create them, you can share them with a specific group of your choice. For more on making reports, go check out our support article on creating Reports Here.

When making a filter you can restrict the filter to a specific group only, and then select which groups you would like to have access to the filter. For more on making Quick Filters and how these Filters work, go check out our support article all about them Here.

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