Create

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You can create user groups by adding users of the same institute. User Groups (UGs) will help in the easier management of users linked with an object. This will remove the need to add/remove users individually from multiple places.

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title Steps to create UG...
Navigate to 'Users' and select the users you want to add to your group. Click on the 'Add to Group' button and click on 'Create New'. Add 'Name' and 'Description' of the group and click on 'Create'.

Edit

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title Steps to edit UG...
If you want to edit the UG name or description, you can click on the 'Edit' icon, add changes, and update.

Delete

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title Steps to delete UG...
You can delete the UG by clicking on the bin icon.

Add Users

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You can add more users to your existing user group. This would be useful when new members join your team.

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title Steps to add users to UG...
Select the users you want to add → Click on Add to Group → Select the existing UG.

Remove Users

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title Steps to remove users from UG..
Go to the desired UG. Select users that you want to remove → Click on the 'Remove from Group' button. Note Note The 'Remove from Group' option will only appear when you select one or more users.

Share Carts

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When you create a specimen cart and want to share it with other users that belong to of the same institute, you can create a UG and share the cart with the group. This way, you do not have to add all the users one by one. 

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title Steps to share carts with UG...
To share the specimen cart with UG, create a cart. Refer to the wiki page for information on specimen carts. Click on 'Share with user groups' and select your group.

Share Queries

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You can share your query folders with UG, and all the group members of the group will be able to view the queries within the shared folder. Refer to reporting section on the wiki page for information on creating queries and share queries section for information on query folders.

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title Steps to share queries with UG..
Select all the queries you want to share with the users. Click on the 'Assign' button. Click on 'Create New Folder'. Click on 'Share with user groups' → Select the UG.

Share Print Rules

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Once you create a print rule, you can add user groups rather than adding individual users. Refer to the wiki page for more details on print rules.

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