How To Create and Edit Groups

Groups can only be managed in your ToolSense Web App

Introduction

This article will guide you through how to create internal groups and customer groups. If you want to learn more about the differences between those two, please refer to the article below

Creating Groups

1. Starting the Process

   • Navigate to the "Organization Menu" and select "Groups."

   • Click on the Add Group button.

     

   • A modal will appear, prompting you to choose the type of group you want to create: Internal or Customer.

   

Group Types (Internal or Customer) cannot be changed after creation.

2. Filling in Details

   

   • Group Name: Enter a name that clearly represents the purpose of the group.

   • Image (Optional): Add an image to visually represent the group if needed.

   • Service Package: Automatically inherited from the parent group or the nearest group in the hierarchy with a service package.

   • Currency: Specify the currency used by the group.

   • Group Assignment: By default, the group is assigned to your current group. You can reassign it to another visible group (customer groups will be greyed out).

   • Ticket Handling: Define who should handle and be notified about service requests submitted via the mobile app or QR code help page.

   • Customer Groups have 2 additional options:

   • Customer Number

   • Customer VAT Number
     

3. Finalizing Creation

   • Click the "Save" button once all fields are completed.

   • A success message will appear, confirming that the group was created.

   • You will be redirected to the group’s Overview tab, where you can manage further settings.

Editing Groups

• While the group types - Internal or Customer - cannot be changed after creation, other details can be modified.

• To edit a group:

  1. Navigate to the "Groups" menu.

  2. Select the group you want to edit.

  3. Update fields such as the group name, assignment, or other editable attributes.

  4. Save your changes.

If you need support, feel free to contact us via support@toolsense.io or send us a message using the chat feature in the bottom-right corner of your ToolSense browser.