Initial Settings
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Initial Settings
Employee Registration
Group of Employees
3min
A group is a set of one or more employees with the same related objectives and functions.
The two most common usages for the groups created 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 functionality allows you to register groups and link them to users, profiles, contracts, and e-mails for notification. It provides several actions, such as including, changing, and deleting a group.
To register a group, it is necessary to register previously the employee profile access.
- Access the functionality Group through the main menu Access and Permission > Group;
- Click on "New";
- Define the necessary configurations;
- Click on "Save".
✅ Rule: The exclusion of a group depends on the fact that there are no portfolios, employees, or contracts linked to it.