Partner group windows
The New partner group, Partner group and Partner groups are used for working with partner groups.
Entry window
The window is opened by the Add command in the Partner groups directory context menu.
New partner group entry window
Form fields:
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Parent group — group to which the partner group belongs. Selection is made in the window. Selecting (empty) or leaving the field empty without making a selection will make the partner group a top-level group.
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Name — name of the partner group.
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Description — brief description.
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Security category — defines which users have access to the partner group. Selection is made in the window.
In order for an employee to have access to the partner group, the security category assigned to the partner group must be included in the access settings configured for that employee's user role.
Selecting will add the partner group to the directory and close the entry window. Selecting will close the entry window without saving the partner group. Selecting will add the partner group to the directory without closing the entry window.
Editor window
The editor window is opened by the command in the context menu when one or more partner groups are selected.
If one partner group is selected, the editor window will open.
Partner group editor window
The fields are the same as in the New partner group window.
Multiple editor window
The multiple partner groups editor window opens when more than one partner group is selected for editing.
The name of the window is . This window includes a panel with a list of the selected partner groups.
Partner groups multiple editor window
When multiple groups are selected for editing, any changes that are saved will be applied to all of the selected groups.