Editing a Group

You can edit groups from the Groups page of the Master Data tab.

Procedure

  1. Select the Master Data tab on the left side of the screen.
  2. Click the Groups page.
  3. Click on the group in the list that you want to edit.
  4. Click Edit on the right of the Groups page.
  5. You have the option to change the following:
    1. You can change the Name, Code, and Latitude/Longitude of the group.
    2. You can change the Operation Status of the group from active (green checkmark) to inactive (red "x").
    3. You can add or remove the organizations that are members of the group.
  6. Click Save when you have completed all desired changes.

Task overview: Managing Groups
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