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