View Groups

   Journey Manager (JM) The transaction engine for the platform.  |    System Manager / DevOps  |  All versions This feature is related to all versions.

Manager allows you to view the list of available groups.

To view all configured groups, select Security > Groups.

Groups are shown page by page, with the maximum number of records per page configured in the users preferences.

The group list displays the following details:

• Group Name - a name of a group
• Type - is a type of a group, which can be one of the following:
• Alert- notifies and alert users about certain events. A user must be assigned to a group of this group type.
• Form- restricts user access to forms or tasks that are associated with this group.
• Job - restrict access to job coordinators when overseeing jobs that they are responsible for.
• Description a description of a group
• Form Work Group
• New Forms
• Saved / Assigned
• Completed Forms
• Reassigned Forms

To filter or search the groups by one or more criteria, specify the following settings and click Search:

• Group's name or part of a name.
• Type of a group

Click Clear to reset the search criteria.

You can also perform the following actions:

• Create and edit a group
• Remove a group
• Export a group
• Import a group

Click Export Data to export the displayed data as a Microsoft Excel (XLS) file.

Next, learn how to assign groups to a user.