Groups

Table of Contents

Groups

Groups provide the option to divide your users into specific organisational groups. This might represent your organisational departments or teams. With this feature collaboration within the barriers of groups and across barriers of groups is enabled and tasks like checklists or issues can be distributed directly or even automatically to the right receiver.

Open

Add a new group

Adding a new group is possible via Administration - Groups. It is done by clicking the orange plus button in the bottom right corner. When you create a group, you can define the following characteristics:

• Identifier - The identifier uniquely identifies one group

• Title - describes the group and is used as the unique identifier for groups.

• Description - adds deeper insights to the title and can be used independently

• Hide in assignment lists - groups can be hidden in the assignment lists if they are only needed to add restrictions to a group of users (but not for the checklist and output process)

• Do not activate group and members of the group in the assignment list of members: To create administrative groups. Users with the corresponding rights can assign something to this group, but the group members themselves do not see the group and its members in the assignment list. Example: Assign checklists to different locations, but the members should not see themselves.

• Test object type limitations - the users of this group will only see it´s limited test object types in Testify and no other

• Group members - Users can be added to the group.

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Edit group

After creation of the group it can be edited by clicking on the context menu (the three dots) in the upper right corner of the group. All information from above can be edited.

Groups can be edited, disabled, but not deleted.

Export and import of data

Inserting data is possible either directly in Testify by manual creation or by export/import. For more on export/import: Administering Testify