Name

Classification: 'Internal' or 'Partner' (for information). Partners must have an accounts receivable.

Set up an Accounts Receivable on: For partner classification only. Select between:

• Partner Group: An account is automatically created and associated with the newly created contact on saving. Units under a group with an account cannot have accounts of their own.
• Partner Unit: Units belonging to the group must also have an account of their own.

Community (that the group belongs to)

Is Single Unit: One unit must be created only and assigned to the group. 

Details of the new representative. The contact information is created automatically and takes the name of the group.

New records are assigned to a group (through the 'Owned by Group' field), which designates the users that can access the record.

Geographical areas can also be assigned to specific groups, making it possible for the system to automatically assign a group to new records by using the group's geographical area. Refer to Automatic assignments based on geographical areas for more information.

Set as Owner Group automatically based on Covered Geographical Areas

Area, District, Town/City and Postal Code can be definedas conditions. Conditions defined in the same row must all be met.

Displays the units that belong to the group or which can be created and added by using Add New Unit, available in the Actions menu or through the Units Data Entry page.

Displays the users that belong to the group, which can be added to a unit through the Units or Users Data Entry page.

Name

Classification:  'Internal' or 'Partner' (for information). Partners must have an accounts receivable.

Group (that the unit belongs to)

Community (that the unit belongs to)

Accounts Receivable (created for the unit if required by its group)

Details of the new representative. The contact information is created automatically and takes the name of the unit.

Same as Group: The contact information of the unit's group is selected.

This option is available if the classification of the associated group is set to 'Internal' or if the classification is set to 'Partners', in which case the Set up an Accounts Receivable on field (of the group) should be set to 'Partner group' (I.e., if an account must be created for every unit, then the contact information of the group cannot be used). 

New records that necessitate user input to complete are assigned to a unit or user. E.g., when a new activity is created for an installation, the activity is assigned to the installer team so that one of the installers will complete the installation.

Geographical areas can also be assigned to specific units, making it possible for the system to automatically assign a unit to new records, using the unit's geographical area. Refer to Automatic assignments based on geographical areas for more information.

Assign Unit automatically based on Covered Geographical Areas

Area, District, Town/City and Postal Code can be defined as conditions. Conditions defined in the same row must all be met.

Displays all of the unit's sub-units, which can be created and added to the unit by using Add New Sub Unit, available in the Actions menu of the unit Data Entry page.

Displays the users that belong the unit.

Once units are set up, new users can be created and existing users added from other units, through the Actions menu:

• Add new user: create a new user (refer to User Management)
• Add existing users: select an existing unit to add its users to the current unit.

Community (that will allow its groups to share data through group collaboration profiles) 

Collaboration Scope: Define whether data from groups of this community will be shared with groups of 'Specific' or 'All' Communities.

The 'Specific Communities' with which the community shares data.

View existing community collaborations established through an explicit definition (specific community) or through collaboration with 'All Communities' and either:

• Add to existing: Make data shared among communities also available to this community by updating existing community collaboration profiles.
  OR
• Add new: Make data not shared among communities available to this or other communities by creating a new community collaboration profile.

Group (that will share its data) 

Community: Read-only and determined by the selected group.

Collaboration Scope: Define whether data from the group will be shared with 'Specific' ' or 'All' Groups.

If the 'Specific Groups' collaboration scope is selected, then collaboration settings are defined for each group. Start by Adding the group and defining the settings. For the 'All Groups' collaboration scope the actions are only defined once.

Collaboration Settings: Define access restrictions to shared data. For each restriction, you can define which data will be shared and its access level ('None', 'All Privacy Levels', 'Specific Privacy Level', 'Specific Privacy Level Groups').  

Defines the data (if any) that will be available for other groups to view.

• None
• All Privacy Levels
• Specific Privacy Level Group
• Specific Privacy Levels

Defines the data (if any) that will be available for other groups to view and modify.

• None
• All Privacy Levels
• Specific Privacy Level Group
• Specific Privacy Levels

Defines the data (if any) that will be available for other groups to view, modify or assign (for Assignable Entities).

• None
• All Privacy Levels
• Specific Privacy Level Group
• Specific Privacy Levels

Defines whether the group will be available in (Data Entry page) search results and for use as a value in group-related fields of various modules.
E.g., to use as the 'Owned by Group' of a subscription.

• None
• All Privacy Levels

Defines whether the units of the group will be available in (Data Entry page) search results and for use as a value in unit-related fields of various modules.
E.g., to use the unit as the 'Assign To Unit' of an activity.

• None
• All Privacy Levels

Defines whether the users of the group will be available in (Data Entry page) search results and for use as a value in user-related fields of various modules.
E.g., to use the unit as the 'Assign To User' of an activity.

• None
• All Privacy Levels

View the existing group collaborations that share their data with this group, either through an explicit definition or through collaboration with all groups.

There are two options:

View existing group collaborations established through an explicit definition (Specific Group) or through collaboration with 'All Groups' and either:

• Add to existing: Make data shared among groups also available to this group, by updating existing group collaboration profiles.
  OR
• Add new: Make data not shared among groups available to this or other groups by creating a new group collaboration profile.