Objective and creation of a group

0/ General idea of the “Group” menu

The “Groups” menu in Perfony is where you can pre-configure folders and make these configurations available to users who can create folders.

By folder configuration we mean the definition of custom themes for folders, custom fields for actions, as well as the rights of each folder participant to actions, and finally the configuration of sub-actions, which we will be able to determine if they are linked to the progress of the parent action, if they have custom fields or not, and so on.

From the left-hand side menu, the ‘Groups’ function is where you can define and manage folder templates and the users with whom you want to share them.

A folder template is a set of parameters used to customise the functionality of a folder:

• Folder themes
• Fields of action
• Interaction between sub-action and action
• Rights of participants in your folder on actions

1/ Access to the “Groups” menu

To access the “Groups” menu, you need a “Pilot” or “Executive” licence. To access a group in the list on the left, you must be a member. To be able to modify it, you need to be a manager.

If you do not have access to the “Groups” menu or to a particular group, please contact your Perfony contact in your organisation or contact support: support@perfony.com

2/ Create a group

Click on “+ New group” to create and name a new group. This gives you a space in which you can create, manage and share your own folder templates.

In the right-hand pane you can also create a subgroup
which will use its parent group’s models but may have its own.

3/ “Groups” menu functions

From the right-hand pane, you can create a new component in the group

To view or modify a component that has already been created, use the tabs showing the list of components.

In a group you can :

• • create and manage participants
  • create and manage sub-groups
  • create and manage custom themes for folders
  • create and manage custom fields for actions
  • manage user rights on actions
  • create and manage folder templates
  • see the list of dashboards shared between group members