When setting up your organization in our system, it's beneficial to start with a clear understanding of your current hierarchical structure. This insight will guide you in determining how to best assign users within the framework.
Groups
Groups are instrumental for organizing users into distinct segments for targeted reporting. This feature is especially useful for managing which information is visible to users and including specific data in reports through the administration portal.
Example: A Manager role is configured to access information only within their own group and any subordinate groups.
Please note that each user can belong to only one group.
Tags
Tags offer a flexible way to categorize users who may span across different groups. This system allows for multiple tags per user, facilitating diverse and organic grouping.
Example: Users might be tagged according to their project team, work crew, or personal interests—such as a Runners Club. This is particularly useful for generating specialized reports, like compiling data on all nurses across various departments in a hospital.
Both groups and tags are integrated into the reporting functions, enhancing the ability to generate precise and relevant organizational reports
