Edit or Remove a Group

Once groups have been added to the Group's table, anyone with the Super Administrator role can edit or remove a group.

Edit a Group

You can edit a group on the Groups page in the Case Management module. To edit a group, review the instructions below.

Edit group name/description

If needed, change the name or description for a group as follows:

  1. Start Case Management and log in as a Super Administrator.

  2. In the navigation panel, click the Groups tab.

  3. In the table on the Groups tab, select the group for which the name and/or description is to be changed and click Edit Group to open the Edit Group dialog.

  4. In the Group Info tab, make any necessary changes to the group name and/or description.

  5. Click the Membership tab to navigate to the end of the dialog.

  6. Click Save to finalize your changes and close the dialog.

Change group membership

You can change the users in a group after the group has been initially defined. To change group membership on the Groups page, complete the following steps:

  1. Start Case Management and log in as a Super Administrator.

  2. In the navigation panel, click the Groups tab.

  3. In the table on the Groups tab, select the group for which the group membership is to be changed and click Edit Group.

  4. Click the Membership tab in the Edit Group dialog and make any necessary changes.

  5. Click Save to finalize your changes and close the dialog.

Change case assignments

Cases can be added to or removed from a group after the group has been initially defined. To change case assignments on the Groups page:

  1. Start Case Management and log in as a Super Administrator.

  2. In the navigation panel, click the Groups tab.

  3. In the table on the Groups tab, select the group for which the case assignment is to be changed and click Edit Group.

  4. Click the Case Assignment tab in the Edit Group dialog and add/remove case assignments as necessary.

  5. Click the Membership tab to navigate to the end of the dialog.

  6. Click Save to finalize your changes and close the dialog.

Change a group’s role and privileges

A group’s role/privileges can be changed if needed.

To change the role and/or privileges for a group on the Groups page, you must be a Super Administrator.

To change a group's role on the Groups page:

  1. Start Case Management and log in as a Super Administrator.

  2. In the navigation panel, click the Groups tab.

  3. In the table on the Groups tab, select the group for which the case assignment is to be changed and click Edit Group.

  4. Click the Role/Privileges tab in the Edit Group dialog and change any roles and/or privileges as necessary.

  5. Click the Membership tab to navigate to the end of the dialog.

  6. Click Save to finalize your changes and close the dialog.

Remove a Group

You can remove a group on the Groups page in the Case Management module. To remove a group, review the instructions below.

Remove Groups

To remove a group that is no longer needed:

  1. Start Case Management and log in as a Super Administrator.

  2. In the navigation panel, click the Groups tab.

  3. In the table on the Groups tab, select the group for which the group membership is to be changed and click Remove Group.

  4. A dialog box will ask you to confirm the deletion of the selected group. To proceed, click Yes.

    IMPORTANT! Once you remove a group, there is no way to reinstate it other than to add it as a new group.
  5. Repeat these steps to delete any other groups.

 

Related pages:

Overview: Groups

Control System Access Using Groups, Users, Roles, and Privileges

Add a Group