Group of Employees
3 min
A group is a set of one or more employees with the same objectives related to their functions.
The two most common usages for groups are:
- Security/secrecy management of access to various types of registries (e.g.: knowledge base folders, service portfolios, etc.).
- Automatic notification scheduling based on some specific event/situation;
This feature registers the groups and links with users, profiles, contracts, and notification e-mails.
This feature provides a variety of actions, such as including, changing, and deleting a group.
Before getting started
To register a group, it is necessary to previously register the employee profile access.
Procedure
- Access the functionality through the main menu Access and Permission > Group;
- Click on "New";
- Define the necessary configurations;
- Click on "Save".
✅ Rule: The group exclusion depends on there being no portfolios, employees and contracts linked to it.