Groups: Creating
Rachel Sharp
Last Update 4 months ago
Think of a Group as a place to hold or group together information or things.
A Group can be:
A simple group - holding crew or documents. We commonly see simple groups being used to group information together by fleet, client, role, or location.
A Vessel - holding information about the vessel, its documents and any associated crew or contacts
A Contact - holding information about a person or a company
Creating a Group
Setting up a Group is easy and can be done in 2 ways:
- create a new Group; or
- duplicate an existing Group. This will copy the settings (group type, data fields)
Either way, head to your Crewdentials Workspace homepage and click on Group
Creating a New Group
- Click New group and enter the group name
Press Continue
Duplicating a Group
- Click on the Group you want to duplicate
- Click the three vertical dots and select "Duplicate group setup"
- Enter the group name and press Continue
Organise and Customise
Groups & Sub-Groups
Groups can have parent groups and sub groups as shown below
How?
Click on a Group and head to Settings
Towards the bottom of the General Information section you will see 2 +Edit groups buttons
To put your group into a parent group, click the first +Edit groups button
to give your group a sub-group, click on the second +Edit groups button
Colours and logos
Change the logo of your Group by clicking on Avatar and selecting an image
Change the colour of your Group by following these steps:
