Configure a Group

Review Group concepts and reference topics.

To open or create a Group:

  1. Go to Setup > General > Group
  2. Select an existing Group to edit or click Add to create a new Group.
  3. In Name, type a name for this group. When possible, keep naming conventions short due to limited space on the Roster and drop-down menu boxes.
  4. Check the optional settings desired.
  5. Click Save.

Configure a Group Icon

Group icons show next to the position when that Group is applied at the position level. To configure a Group with an Icon:

  1. Go to Setup > General > Group
  2. Select an existing Group to edit or click Add to create a new Group.
  3. In Name, type a name for this group.
  4. In Group Icons, select the desired icon.
  5. Check the optional settings desired.
  6. Click Save.

Apply a Group Icon to a Positon

To apply a Group Icon to a position:

  1. Go to Setup > Organizations...and navigate to the desired position.
    • To select one position in a Unit, select the position.

    • To select all of the positions in a Unit, select the top position, hold the Shift key and select the bottom position.

    • To select some positions in a Unit, hold the CTRL key and select the desired positions.

  2. Click Edit.
  3. In Group, select the desired Group.
  4. Click Save.

The Group icon shows next to the position name on the Roster when that position is active.

Create a Blank Icon to Align Positions on the Roster

When an icon is applied to one or some positions on the Roster, the position that do not have a Group Icon in the same unit appear out of alignment. Follow the optional steps below to create a blank Group icon and align all of the positions in a unit where some positions have an icon and others do not.

  1. Go to Setup > General > Group
  2. Select an existing Group to edit or click Add to create a new Group.
  3. In Name, type a name for this group; for example, Blank Space, Align Position...
  4. In Group Icons, select Blank.
  5. Check the optional settings desired.
  6. Click Save.
  7. Locate the positions in the organizational structure. See Apply Group Icon to a Position topic if additional information is needed.
  8. Select the position or positions, and click Edit.
  9. In Group Icons, select the blank icon.
  10. Click Save.

The positions with the blank group icon are now aligned with the positions that show a group icon.