Use the Groups menu to access the group you want to manage.
By default, you will land on the ‘Users’ tab which displays a list of users associated with the group.
- In a dynamic group, the Manage Dynamic Group button will display on the ‘Users’ tab where you can edit any of the filter logic used to make the dynamic group.
- In a static group, the Manage Static Group button will display on the ‘Users’ tab where you can add/remove users in a static group.
Click the Edit Group button to edit the information about your selected group, such as the name and description of the group. In addition, you can make changes to the lists of users in a static group, or change any of the filter logic used to make a dynamic group.
The ‘Used In’ tab displays all objects within MyVCM that the group is a part of.
The Activity Log tab in a group displays activities related to modifying or changing the group. All activity associated with individual MyVCM objects reside with the object, or in the master activity log.
To edit your group, just click the ‘Edit Group’ button in the right-hand corner of your group overview page.
If you click on the gear icon on the right-hand side of the Groups’ overview page it will provide you with the following options:
- Clone and Create New
- Send Message
NOTE: Deleting a group will remove it from your MyVCM instance. All members of the group will no longer be associated with the MyVCM objects that the group was added to. The activity logs will still maintain an audit trail, and retain all the activities that individuals performed as a member of the group.