Group is second layer in the organization. Lets learn more about groups.
There can be multiple groups in an organization. It can be thought of as a department in an Organization. For eg: Accounts, Marketing, Engineering, etc. Basically it is a team within an organization.
You can create different groups for varied purposes which suit best for your organization. Click on ‘ADD NEW GROUP’ in the side bar.
The group settings are identical to those of the organization settings with very little difference.
Name Tab: Change Group name.
Users Tab: This tab will show you the current users in the group. Through this, you can add users from within the organization or invite users from outside. Change the visibility of the group (5).
Administration Tab: Through this tab, an administrator can add or remove group's administrators.
Advanced Tab: This tab will enable you to delete the group.
There are 2 types of group in SmartTask:
Public group is visible to all core members of the organization.
Private group is only visible to members you have explicitly invited to the group.
Toggle between the group types by clicking on the option marked as 5 in the picture above.
Invite users from outside the organization or add users from within the organization.
Start typing the user's name or email-id and select the user from dropdown menu. If there is no user by the name or email-id you would be prompted to invite them to the organization. An invitation email is sent to the invited users.
To remove a user from the group, click on the 'Remove' button on the right side of the user's name. Please take note, that the user will still be part of the organization.
To assign new administrators, add user’s name or email id and click on the option ‘Make Admin’.
You can remove any admin by selecting the ‘Remove as admin’ option visible on the right hand side of the administrator’s name.