Groups
Written by Relja Lazarević
Updated at January 23rd, 2023
With the CloseOut app, you can make your workflow faster by creating groups of users. This feature allows you to easily add a whole group of users to a project with just one click, saving you valuable time and effort. To add new groups:
- Log into CloseOut web app.
- Go to the Security section and navigate to Groups.
- In the right panel, click blue plus icon to add new group. Pick name and assign company to the group (optional) and click save.
- You can view existing groups in the left panel. Groups that have been assigned projects will be highlighted in blue. To delete a group, simply click the trash bin icon next to the group name. When you select a group, the assigned projects and sites will be displayed in the middle panel and the users in the group will be listed in the right panel. To add a new user to the selected group, click on the green plus icon on the right. For easier navigation, you can filter by company (represented by a house icon) or by user role (represented by a person icon).
