Custom User Lists

All users can create custom user lists (fig. 1) and select them when creating activities.

Fig. 1. Sending a message to a user group

Unlike system user groups, these groups cannot be used by other users.

Below are the activities, where you can use user groups:

creating a message;
creating a task;
creating a calendar event;
selecting several authors when searching documents;
selecting several participants of document approval, review, etc.

Creating a user group

To create a user group, select the users, who will be included in the group (fig. 2).

Fig. 2. A group of users

Click

, enter the name of the group in the opened window (fig. 3) and click Save.

Fig. 3. Entering a name for the user group

The saved group will be displayed in the drop-down list on the form for selecting users when creating activities (fig. 4).

Fig. 4. Selecting a user group

Using a custom user list

To use a saved custom user list, select the desired list from the menu in the selection form (Fig. 4) by clicking the

button. A window will open in which you need to choose the action you want to perform with the user list (Fig. 5).

Fig. 5. Confirmation window

When you click the Add Users button, all users from the selected list will be displayed in the selected users section (fig. 1). If other users are already displayed in the section (were previously selected), the custom list users will be added to them.

When you click the Replace Users button, the previously selected users will be replaced with the users from the selected list.

When you click the Cancel button, the selected user list will not be added (the message will not be sent to the users of this list). If a blocked user belongs to the selected list, this user will not be displayed in the selected users section.

To clear the custom user list selection form, click

to the right of the name of the previously selected list in the list selection form (fig. 1).

If necessary, the saved user list can be deleted from the system. To do this, select a list from the drop-down menu (Fig. 4) and click on the

button to the right of the list selection form (fig. 1).