Staff Groups are an optional means for classifying individuals and are used in conjunction with the Calendar and Messages features. Groups must first be created in the Staff Groups Directory before they can be assigned to staff. A selected staff can be assigned to multiple groups directly within the Staff Directory. However, multiple staff can only be assigned to multiple groups in the Staff Groups Directory.
NOTE: You must have at least Enabled permissions to Directories > Staff Directory.
To assign a Staff Group to a Neos user:
Navigate to Settings > Staff Profiles > Staff Groups.
Select a staff member from the list view.
Click the Staff Groups tab.
The Selected groups left pane contains a list of groups where the current staff is a member. The Available groups right pane contains a list of all remaining staff groups.
Select a group from the Available groups pane and click
to add it to the Selected groups pane. The current staff will become a member of that group.
Click the Save button to save changes. Click the Discard button to abort your changes.
TIP: You may drag and drop a group from the Available groups pane to the Selected groups pane using the hand icon
.
To remove a Staff Group:
Navigate to Settings > Staff Profiles > Staff Groups.
Select a staff member from the list view.
Click the Staff Groups tab.
Select a group from the Selected groups pane and click
to move the group back to the Available groups pane. The current staff will no longer be a member of that group.
TIP: You may drag and drop a group from the Selected groups pane to the Available groups pane using the hand icon
.
Click the Save button to save changes. Click the Discard button to abort your changes.