Here are the steps to follow to create a group:
1. Click on "My account"
2. Then click on "User Management"
3. In Groups & Users tab scroll down until the users block
4.Then click on "Create a group"
Those groups will be used to create the approval hierarchy in approval workflows
5. Fill the Pop-in with the required information:
- Name of the group (mandatory): we encourage users to create clearly distinguished group names
- Description (optional): to explain the scope of this group
- Notification(s) (optional): to receive an email notifying allergens updates for products
- Group permissions (multi-select): the selected permissions will be attributed to all users assigned in this group.
If possible, try to use the same team name that your real team uses.
Here are a few important reminders about how groups work:
- It is not possible to delete a groupe if there are some users assigned to it and/or there are some orders waiting for approval at this group level
- A user can only belong to one group. If required, someone with the right permission can assign a user to another group
- To avoid absences and/or out of office issues, we advise to give the permission "All orders approval and validation" to one group (normally a senior management group)
- The "Teams" you might have created in your organizational chart tab have been converted into one or several groups (depending on permissions)