Editing a Group
✏️ Editing a Group
If you’d like to make changes to an existing group, here’s what you need to do:
🛠️ Steps to Edit a Group
Access Group Management:
Go to: Admin Panel > Administration > Groups
This will take you to the group management screen.
Select the Group:
From the list of groups, click the three dots at the end of the row for the group you want to edit, and choose “Update”.
🖊️ What Can You Edit?
Name:
You can rename the group. For example, change “Software Team” to “Backend Team”. 👀Manager:
Assign a new manager to the group or update the existing one.Type:
If the group type was set incorrectly, you can update it. Want to turn a team into a department, or restructure a project? Totally possible! 🏗️Parent Group:
Move your group under another parent group if needed. For example, place “Marketing Team” under “Communications Department”.
👥 Assigning Employees to a Group
You can also assign employees to the group while editing. Here’s how:
Navigate to: Admin Panel > Employees
Go to the Employees tab.
Select a User: Click on the employee you want to assign.
Groups Field: On the employee information page, find the Groups field under required information. Select the group you want them to belong to.
Update: Click the Update button to save your changes.
✨ That’s it! Now you can manage both your groups and employees with ease. Great job — your organizational structure is becoming more organized every day! 🙌
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