Why create groups?

As your organization grows, managing access and settings for each user individually becomes time-consuming and hard to keep consistent. Groups let you organize your workforce into logical units such as by team, location, role, or any structure that suits your business so you can apply settings to everyone at once, rather than updating each person separately.

Once you've set up your groups, you can:

The "Members" tab in a group showing a list of its members.

Create a group

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Groups.

  3. Click Create group on the upper-right of the page. The option to create a group in the Groups page.

  4. Enter the "Name" and "Description", and configure the organization fields accordingly.

  5. Click Save on the upper-right corner of the page.

Configure the details and organization fields to create a group.

Edit a group

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Groups.

  3. Select the group.

  4. If the group has membership rules set up, click on the upper-right of the page to edit the rules.

  5. Select Details at the top of the page.

  6. Click Edit on the upper- right of the page.

  7. E dit the name, description, and organization fields accordingly.

  8. Click Save changes on the upper-right corner of the page.

Edit the name, description, and additional details of the group.

Delete a group

Deleting is irreversible, and we cannot restore permanently deleted items. Confirmation is always required before any deletion, so be sure you're not accidentally deleting the wrong item.

Deleting a group will also remove template and inspection access provided to it.

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Groups.

  3. Select the group.

  4. Click on the upper-right corner of the page and select Delete.

  5. In the pop-up window, enter the group name to confirm and select Delete.

Click the "More horizontal" icon and select "Delete" to delete a group.

Buying groups in the Mitti Supply are managed separately from groups you can create and select in the rest of the platform.

Bulk delete groups

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Groups.

  3. Check the box next to the group and select Delete at the bottom of the page.

  4. In the pop-up window, click Delete groups.

Select the boxes next to the groups and click "Delete" to delete the groups.