Departments and Groups: Difference between revisions
Created page with "Department and groups allow you to add colours and groups to all your users. This enables large teams to be assigned with a few clicks, and makes sure no one is left out. It also has the benefit of adding a colour to the person in the coordinator and filters on the planner page." |
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Department and groups allow you to add colours and groups to all your users. This enables large teams to be assigned with a few clicks, and makes sure no one is left out. It also has the benefit of adding a colour to the person in the coordinator and filters on the planner page. | Department and groups allow you to add colours and groups to all your users. This enables large teams to be assigned with a few clicks, and makes sure no one is left out. It also has the benefit of adding a colour to the person in the coordinator and filters on the planner page. | ||
To set up departments and groups you need to have access to the [[EventR Enterprise Coordinator Hub Guide|EventR Enterprise Coordinator Hub]]. If you navigate to the User screen, there is a button labelled either Tags or Department and Groups depending on your screen width. Click this to set up and edit the departments and groups: | |||
[[File:Tags and Departments editor.png|center|thumb|Tags and Departments editor]] | |||
Once you have set them up, you can then use them to assign users to itineraries. Users in the department or group tags can be maintained, and Itineraries will spot changes when you save them and ask if you wish to update the itinerary with the changes. However itinerary members are set on save, so will not be updated immediately. | |||
In the App departments and groups are visible on the teams page. They are also visible on the planner screen and can be used to filter. | |||
[[Category:Feature]] | |||
Latest revision as of 16:52, 25 May 2026
Department and groups allow you to add colours and groups to all your users. This enables large teams to be assigned with a few clicks, and makes sure no one is left out. It also has the benefit of adding a colour to the person in the coordinator and filters on the planner page.
To set up departments and groups you need to have access to the EventR Enterprise Coordinator Hub. If you navigate to the User screen, there is a button labelled either Tags or Department and Groups depending on your screen width. Click this to set up and edit the departments and groups:
Once you have set them up, you can then use them to assign users to itineraries. Users in the department or group tags can be maintained, and Itineraries will spot changes when you save them and ask if you wish to update the itinerary with the changes. However itinerary members are set on save, so will not be updated immediately.
In the App departments and groups are visible on the teams page. They are also visible on the planner screen and can be used to filter.