Group Details

Overview

The Group Details screen provides detailed information about the selected Group.

Access

To access the Group Details screen, click on the desired Group from the Groups screen.

Navigation links are provided near the top of the Group Details screen:

Features

Settings

The basic properties for the Group are displayed at the top of the screen in the Header section. The features available within this section are described below.

 View or Edit Group Properties

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To edit the proerties of the selected Group:

  1. In the top section of the Group Details screen, click the Edit icon. The "Edit Group" pop-up window is displayed and populated with the Group's properties.

  2. Make any necessary changes to the Group properties. 

  3. Click save.

 

 Delete a Group

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To delete the selected Group:

  1. In the Header section of the Group Details screen, click the Edit icon. The "Edit Group" pop-up window is displayed.

  2. Click delete. A confirmation dialog box is displayed.

  3. Click confirm.  

Members

The Members section is used to manage the Members that comprise this Group. 

 Add a Member

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To add a Member to this Group:

  1. Click into the "Select a Member" menu, then type all or part of the Member's name (minium of three characters required). Select the desired Member from the list of matches.

  2. Click add member. The platform adds the Member to the list of Members in this Group. Optionally, click the Member's name to navigate to the Member Details screen. 

  3. Repeat the above steps as needed to add more Members to the Group. 

 

 Remove a Member

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To remove a Member from this Group:

  1. From the "Action" menu next to the desired Member, select "Remove." A confirmation dialog box is displayed.

  2. Click confirm.  

 

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