In this article, we'll cover the following aspects related to Groups Management in Cohero:
1. Page Layout (page overview)
The 'Groups' section opens up a page that lists all the groups in that workspace. The page contains
Search:
Search for any group name
Quickfilter:
The page is equipped with a handy quickfilter, offering a listing of each group type (either Teams or Departments) at a glance.
Group cards:
Each group is represented by a card. The cards contain:
Avatar and group name
The name of the group, combined with the avatar: which is automatically generated capturing the first letter of the group name.
Group Type
A chip that reflects the type of group it is. More on the group types in paragraph: 'Group Types'Created on
Shows the date on which the group was first established in Cohero.
Group dialog
When you click a group card, a dialog appears where you can configure that group. Here, you can change the group's name, the group type, and add/remove members to the group. This is also where you can delete this team.
2. Group Types
Cohero distinguishes 2 types of groups. When creating a new group, it is important to think carefully which type you want to apply:
Teams:
Teams are actively involved in the creation, review and approval of assets. And in that context, Teams:
Can be assigned to be Asset Owner
Can be assigned to Tasks
Can be assigned to Approval Requests
Can be mentioned in Comments
Are available to share items with (in the Share Menu)
Departments:
Departments don't operate as a collective to work on assets - they are primarily meant to clearly label access levels and visibility of work. In that context, Departments:
Are not visible (nor selectable) to be asset owner
Are not assignable to Tasks
Are not assignable to Approval Requests
Can not be mentioned in Comments
Are available to share items with (in the Share Menu)
3. Creating new Groups
To create a new group, the Admin clicks the blue button '+ Create group' - triggering a dialog to appear that contains the following fields:
Group Name: Give the group a recognizable name. Remember, the group name will appear in the Cohero app, so ensure that people will intuitively understand it when they see it.
Group Type: This is where you determine if this group should be a Team or a Department. More on this in the paragraph about Group Types.
Members: Add active or pending members to this group.
To create this group, simply click 'Create' and your group will appear in the list.
4. Editing Groups and Membership
Both Teams and Departments continue to be editable. To do so, simply click the group card, and the dialog will appear (see previous paragraph in this article).
This dialog offers the ability to:
Change the group name
Change the group type: Changing a Team into a Department will not remove the existing tasks assigned to that team. It will remove the group from any assign menu (so they can't be assigned any longer)
Change the members: use this to add, or remove members from the group
Delete the group: this will remove the group. The members to the group are unaffected, their membership is automatically taken away.