👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ❌
Application User with “Review” ability ❌
Application User ❌
🔍 Description
Users can now merge multiple groups into a single destination, duplicate an existing group in one click, and preview group details when selecting groups in dialogs.
💡 What's New
Three improvements have been made to group management.
Merge Groups | Multiple standard groups can now be merged into a single destination group. All members, organisations, and templates from the source groups are consolidated into the destination, and the source groups are deleted. This action is irreversible and will change permissions for affected members. |
Duplicate a Group | A single group can now be duplicated with one click using the Duplicate Group button in the toolbar. |
Group Preview Panel | When selecting groups in any 'Add to Group' dialog, clicking a group now opens a preview panel showing the group's description, organisation count, member count, and creation date. |
📝 How to Use
Merge Groups:
1. Navigate to Groups in the application.
2. Select two or more standard groups.
3. Click Merge Groups.
4. Choose a destination - either an existing group or a new group.
5. Review the merge summary.
6. Check the confirmation box acknowledging the irreversible nature of the action.
7. Click Merge Groups to complete.
Duplicate a Group
1. Navigate to Groups in the application.
2. Select exactly one group.
3. Click the Duplicate Group button in the toolbar.
Preview a Group:
In any "Add to Group" dialog, click a group to display the preview panel.
Go to any Organisation Profile
Select the Groups tab
Click on the '+' Create button
The preview of the group will be displayed on screen
✋ Need Help?
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For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.