Learn how you can create User Groups and how you can use them.
User Groups are a way to group together specific users or case managers into a team. It's quite useful in case you want to always add the same people to a Report. Instead of having to add them individually, you can create a User Group, add them to the group, and then include this User Group on the appropriate Reports. Some organisations create User Groups based on their location, type of misconduct, aligned by business unit, etc.
How to create a User Group
You can create a User Group by going to Settings and then choosing User Groups.
From here, click "Add A Group" and then create a descriptive name for your User Group that will help you identify it. Once the User Group is created, you can then add the appropriate team members to the group. If you need to later add or delete team members, you can always do this.
