Group Management

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.

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.

Reports

In the edit form of the any given report, you can share 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 creating reports see: Building a Custom Report.

Quick Filters

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

For more on creating Quick Filters and how these filters work see: Quick Filter.