Page History

...

Section

Column

width	30%

Step 3:

You can manage managers in two ways:

directly per User - a specific user is a manager of the Group → continue on Step 3.1
dynamically through Groups - current group of Users are managers of the of the Group through membership in another Group → continue on Step 3.2

Info

Although it is more simple to set a person as a direct Manager of any Group, if you have more complex setup (multiple groups managed by the same people), you should always consider to create a new Group with those people as members and use it there. By adding or removing a member from the Group you are then able to simple change the configration of all managed groups instead of adding the same person to multiple groups manually.

Info

There are multiple roles you can set for Managers in your group:

Group Admin - Full control over the Group (can also manage Managers for the group)
Group Membership Manager - Can only manage memberships for the Group (add, remove, invite, approve applications, reject applications)
Group Observer - Full information about the Group without rights to change anything (read-only Group Admin)

Column

width	10%

Column

width	60%

...

Section

Column

width	5%

Column

width	30%

Step 3.1:

If you want to manage direct managers for you Group, you can manage three different operations:

List all existing direct managers by their role → continue on Step 3.1.a
Add a new direct manager with specific role you choose → continue on Step 3.1.b
Remove existing direct manager in specific role → continue on Step 3.1.c

Column

width	5%

Column

width	60%

Image Added

Section

Column

width	10%

Column

width	25%

Step 3.1.a:

To list all direct managers for a group, you need to select a proper "role".

You can always refresh the list using the most left grey button with the icon of arrow.

Column

width	5%

Column

width	60%

Image Added

Step 4:

Column

Section

Column

width	10%

Column

width	25%

Step 3.1.b:

To add a new direct manager for your Group, first click on the green "Add..." button.

In the opened window:

Use the search field to find the person → insert part of the name, login or email of that person a click on the green button "Search"
Select the person from the list → using the checkbox next to his/her name
Select a role for your manager → using the "Select role" select box in the left upper corner of the window

By clicking on the green "Add" button, you will promote the person to be a Manager with specific Role for your Group. You can immediately see the result in the list of all managers for that specific role.

Column

width	5%

Column

width	60%

Image Added

Section

Column

width	10%

Column

width	25%

Step 3.1.c:

To remove a direct Manager of your Group, you need to list him/her first → How to do that, please look back on Step 3.1.a

Then you need to choose him/her using the checkbox next to his/her name.

After that a gray "Remove" button will change the color to red and will be active.

The confirmation window will appear and summarize the action for you. Confirm it with the red "Remove" button again.

Column

width	5%

60%

Column

width	60%

Image Added

width	10%

Column

width

...

Section

Column

width	30%

Step 53.2:

Column

width	10%

Column

width	60%

...

Page tree

Versions Compared

Old Version 2

New Version 3

Key