Welcome > Resources module > Create a group resource

Create a group resource

  1. On the Home page, click Resources > Group.
    Note By default, TotalAgility provides the following groups: Everyone, Administrators, Designers and Device Users.
  2. Select a Category other than the Default by consuming a category.
    New resources are assigned to the Default category.
  3. Enter a Name for the group, for example, Approving Officers.
  4. Enter the Email address for the group.
  5. Assign a Supervisor to the group by consuming the resource.

    Assigning a supervisor ensures that the group will be managed.

    Note Resource groups cannot be supervisors and do not have managerial levels. Always assign an individual as a supervisor. See Set the managerial level.
  6. Modify the default Security Level of the resource group. For more information on security level, see Set the security level of a resource.
  7. To enable the skill levels of a resource group, select the skill levels. For more information on skill level, see Set the skill level of a resource.
  8. Assign Members to the group by consuming resources.