Groups

A group is a team — “Maintenance”, “Quality”, “Cleaning contractors” — that cuts across the site tree: its members can come from anywhere.

What is a group for?

• Granting access in bulk: an access rule can target a group — the template becomes runnable by the whole team, and newcomers to the group inherit it with no extra gesture.
• Assigning an action to the team: an action assigned to a group lands on every member’s plate — whoever handles it first handles it.
• Filtering and reading: tracking screens know how to group by team.

Create and fill

Organization → Groups → New group, then add members from the group’s page — or in bulk from the Assignments screen.

Where this group grants access

A group’s page carries the Where this group grants access panel: the list of access rules targeting it, with each rule’s template and target. It is the right place to answer “why does this team see this questionnaire?”.

Crossing a site and a group

An access rule can target a site AND a group at once: “the Hygiene template is runnable by the Quality group, on Lyon only”. The crossing restricts — you need to be in the group and within the site’s scope.