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| How to assign users to groups |
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There are two ways to assign users to groups. You can either do it through the admin panel, or allow the users to change their belonging to groups through custom forms. Assigning users to groups through admin panel To assign users to groups through the admin panel, click on User on the main menu. You can assign selected users to a group, or remove them from a group with the interface. Choose “assign to group” or “remove from group” option from the dropdown menu in the top right corner of the user list. Then you can see a list of groups emerges, choose a group and click on Submit button. You can also assign an individual user to groups by clicking Edit link on its record in the user list. A form which allows you to modify user details emerges and you can choose multiple groups by holding the CTRL key on your keyboard and left clicking on the groups. When you complete selecting groups, submit the form to save changes. Using custom forms to change users’ belonging to groups You can allow users to change their belonging to groups by themselves through custom forms. This is an important feature to help you automate your business process. By default, the system comes with a user contact details form which is a custom form. Since new users have not provided their contact details, they are assigned to the group “users without contact details” by default. If they complete and submit their contact details, they will be removed from the group “users without contact details” and assign to the group “users with contact details” immediately. You can use custom forms not only to collect user information, but also to control your business process. |