Groups are a very useful tool in the Qualio application as they help you to group and identify similar users. Groups might be a department, or you can create a temporary group for a project for example. Users may be part of several groups.

Groups can also be used in conjunction with tags (more info Here) to restrict visibility of specific documents by creating a private tag & group. Any documents going forward that have this private tag will only be visible to the members of the associated group. 

How to Create a Group:

To create a new Group follow the steps below or watch the screencast of the task. 

  1. Go to Setting Icon > Organizational Settings > Users & Groups.
  2. Click on the Groups tab.
  3. Click the green "Create New Group" button.
  4. Enter the name of the group.
  5. You can also select if you want this group to show on the training dashboard. 

How to Add a User to a Group:

To add a user to a group  follow the steps below or watch the screencast of the task. 

  1. Go to Setting Icon > Organizational Settings > Users & Groups
  2. Select the checkbox beside the users you want to add to the group.
  3. Once you have selected the correct user(s) then click the "Add to Group" button. 
  4. The group name will appear on the list of groups for that User. 

How to Add a User to a Group:

  1. Follow stps 1 & 2 above to select the users you want to remove from the group. 
  2. Click on the "Remove from Group" button. 

How to Filter by Group:

You can also filter the user list by group. This makes it easier to see and to verify the members of each group.

  1. Go to Setting Icon > Organizational Settings > Users & Groups
  2. Click on the "filter by group" button
  3. Select the group or groups that you want to filter by. Note: If you select more than one group it will only show you users who are members of both groups

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