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 list displays the following details:

• Group Name: a name of a group.
• Type: 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: whether users of this group can share the form with work group members.
• New Forms: whether users of this group can open new forms or not.
• Saved / Assigned: whether users of this group can open a saved and assigned forms and tasks or not.
• Completed Forms: whether users of this group can open submissions of completed forms.
• Reassigned Forms: whether users of this group can reassign tasks to other users.

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.