Overview
The Group Management tab in the Administration Center allows you to create, edit and delete groups that 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.
Tip: Give each group a name that makes it easy to understand who the users in the group are (Volunteers, Contractors, Foresters, etc.)
Rule Permissions
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
Report and Filter Permissions
Once a group have been created, you can also share reports and quick filters with that group. 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 see: Building a Custom Report
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 see: Quick Filter
