Groups (or Roles)
A group (or role) is a collection of users categorized by their job titles and job roles, not by the departments they belong to.
For example, you can create groups (or roles) such as "Sales Managers" and "Recruitment Team A" based on their activities.
Groups (or roles) can be used when setting access permissions or configuring recipients of comments and notifications.
Using groups (or roles) in addition to departments enables you to use the service more flexibly and effectively.
- Use case: Setting access permissions
- Use case: For notification recipients
Types of Groups (or Roles)
You cannot change the type after it is configured. Decide which type you will use before configuring it.
You manage static group members manually.
If any member in the group needs to be changed, it should be changed by the administrators.
Therefore, it is recommended to configure static groups for the groups whose members are not changed frequently.
The dynamic groups automatically update their members based on the configured conditions.
For example, if you create a dynamic group called "Sales Managers", specify the "Sales" department and the "Manager" role as conditions. The users that satisfy these conditions are configured as members of the group.
It is recommended to configure dynamic groups for the groups whose members are frequently changed.
Maximum Number of Users in a Group
The maximum number of users you can add to a group from the screen is 10,000.
To add more than 10,000 users to a group, use a CSV file to add them.
Adding and Editing User Groups or Roles Membership in Bulk
The "Administrators" group can have up to 1,000 member users.