What are Groups?

Use Groups to separate your users into different teams, complete with managers.

The Groups feature allows you to create different teams under managers in JobNimbus. It allows your managers and team leads who have limited access to manage and view other team members' assigned Contacts, Jobs, and Tasks.

Enabling Groups

• Click on your profile icon or initials in the top right corner of your JobNimbus page and select Settings from the dropdown menu.
  
• Within the Settings menu on the left-hand side of the page, click on the Admin Settings tab, then select Features.
  
• Toggle the switch next to Groups on to enable it.

After enabling the feature, a new tab will appear in the Settings menu.

Creating a Group

• Within the Settings menu on the left-hand side of the page, click on the Admin Settings tab, then select Groups.

The following pop-up will appear. In the Add Group window, you can:

1. Name your group. This name should be descriptive for your team.
2. Add managers to the Group.
   1. Clicking within the text field will pull up a dropdown menu of your team members for you to choose from. Adding a manager will allow team members with limited access to not only view the records and tasks to which they are assigned, but also the records and tasks assigned to the team members within their group.
3. Add team members to the Group.
   1. Clicking within the text field will pull up a dropdown menu of your team members for you to choose from. Team members in the group with limited access will only be able to view the records and tasks to which they are assigned.

After you create your Groups, you can manage them at any time by clicking on the three dots to the right of the Group name and selecting Edit from the dropdown menu.