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Version: 6.11

User Groupings

User groups are a filtering tool in Patriot to facilitate easy selection of users. They can be created and configured in the Maintenance > Users > User Groupings screen

User Groupings menu
User Groupings menu

By separating them into different groups you can make it easier to select the correct users especially when you have very large amounts. In particular User Groupings are useful for Patriots reporting functionality. Reports done By User can be defined based on User Groupings instead of specific users allowing multiple users to be selected and comparison done between them.

A By User Report being run on a User Grouping
A By User Report being run on a User Grouping

From the User Grouping menu you can add and remove User Groupings, and set their Group Category and properties. You can also view the list of users currently assigned to the User Grouping.

Users are assigned to a User Grouping from the Groups tab in their Properties. A user can be in any number of User Groupings.

User Groups
User Groups

Protected option for User Groupings

Users can be protected from view/edit by ICA users with the Protected Users security right by assigning a User Grouping with the Protected option checked. Note that a similar setting also exists for User Types. See Global User Protection for more information.

Protected User Grouping
Protected User Grouping

Response option for User Groupings

User Groupings selected as "Response" type groupings can be added into Response Plans. This allows you to give Users one or many User Groupings to control when they show in Response Lists during activation responses or to send them Automatic Messages or First Response Notifications.

First Response Notification Response User Grouping
First Response Notification Response User Grouping
User Grouping for the First Response notification defined in a Response Plan.
User Grouping for the First Response notification defined in a Response Plan.

A tutorial on Response type User Groupings can be found in the tutorials section or accessed via the link below:

First Response User Grouping tutorial

Users Tab

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