Skip to main content

Assign e-Checklist By User Group

Human-Focus avatar
Written by Human-Focus
Updated over 4 weeks ago

Step 1: Assign e-Checklist Permission to User Group

Navigate to e-Checklist -> e-Checklist Permissions

Open the "User Group Permissions" tab.

Select the user group and click the "Save Changes" button.

Note: This will grant e-Checklist permission to all members within the selected group.

Step 2: Assign e-Folder to User Group

Navigate to Administration -> Group Management

Edit the user group that has e-Checklist permission.

Open the "e-Checklist e-Folders" tab and click the "Assign e-Folder" button.

On clicking the "Assign e-Folder" button, a popup will appear showing a list of all available e-Folders.

Select the required e-Folder and click "Assign."

A toast message will appear upon clicking the "Assign" button.

Click the "Refresh" button to display the assigned e-Folder in the grid

Alternatively, a user group can be assigned to an e-Folder.

Navigate to e-Checklist -> Administration

Click on the e-Folder to open the list of available actions.
Select "Assign e-Folder" from the list.

Open the "Assign User Group(s)" tab.

Click the "Assign User Groups" button.

Upon clicking the "Assign User Groups" button, a popup will appear displaying the list of user groups with e-Checklist permissions.

Select the user group you want to assign to the e-Folder, then click "Assign." This will assign the e-Folder to each member of the selected group

Did this answer your question?