User groups can be created to segregate users. Supervisor accounts can be assigned to new user groups or OU’s to separate capture management into year groups. For further information on supervisors, please refer to the Supervisors guide.
Navigate to the Directory View by clicking the triple bar icon in the top right hand corner of the console.
Click on the level you wish to create a new group at and then look to the top of the navigation panel, 3 options are available:
Add Org Unit (OU) – this will create a new folder which can house further OU’s or user/station groups.
Add User Group – this will create a user group to store user accounts.
Add Station Group – this will create a computer group to store computers.
In our example, we will be creating a new Student OU with user groups for intake years under the SchoolC level.
Click on Add Org Unit and then give the OU a name and a description if desired.
This has created an OU under the SchoolC level.
We will now add an intake user group under the Students level. Click on the Students group and then click on Add User Group.
Once created, you will see the new user group underneath the OU.
An arrow will now be present next to the Students level which can be clicked to collapse or expand the OU. Users can now be moved from the default groups into the new intake group.
Click on the group you wish to move users from and then click on the user you wish to move. Multiple users can be moved at once by clicking all the users at the same time. Click on the Move button.
Then select the user group that the user should move to from the drop-down menu.
Go back to the Intake2019 folder and the user(s) will show.
