My Group Settings

You can include the frequently specified users into My Group. My Group is accessible only for the user who created it. Screenshot: My group is highlighted

You can use My group in the following ways:

  • Include projects that span across multiple organizations or users who work together frequently to My group, in order to quickly and easily select the target users.
  • My group can be used when selecting users whose appointments you want to view in Scheduler, or when setting up recipients for messages.

Adding My Groups

Add My Group.

Steps:
  1. Click User name in the header. Screenshot: User name in the header is highlighted

  2. Click Personal Settings. Screenshot: The Personal Settings action link is highlighted in the dropdown list of the user name

  3. Click "Common settings".

  4. Click Users.

  5. Click My group settings.

  6. On the "My group settings" screen, click Add My group. Screenshot: Link to add My group is highlighted in the My group settings screen

  7. On the "Add My group" screen, configure the settings as necessary.

    The setting fields are as follows:

    • My Group name:
      The name of the My Group. Always set the name of the My Group.
    • Members:
      Set up users who belong to the My Group.
      When you select a user and click "User details", the screen for user details list is displayed and you can check the details of the user information.
      You can reorder the members in the lists, if necessary.
    • Facilities:
      Set up facilities that belong to the My Group.
      When you select a facility and click the item for facility information details, the screen for facility details list is displayed and you can check the details of the facility information.
      You can reorder the facilities in the lists, if necessary.
    • Memo:
      Enter notes as necessary.
      The notes are displayed on the upper part of the screen on the "My group settings" screen when you select My group.
    Screenshot: Setting fields to add My group

  8. Confirm your settings and click Add.

Changing My Groups

Change existing settings for My group.
You can make the following changes.

  • Changing My group name
  • Adding, deleting, or reordering users and facilities
  • Changing the memo
Steps:
  1. Click User name in the header. Screenshot: User name in the header is highlighted

  2. Click Personal Settings. Screenshot: The Personal Settings action link is highlighted in the dropdown list of the user name

  3. Click "Common settings".

  4. Click Users.

  5. Click My group settings.

  6. On the "My group Settings" screen, select the My group you want to edit, and then click Edit My group.

    In Garoon version 5.15.0, the name of the link to move to "Edit My group" screen has changed from "Edit" to "Edit My group".
    Screenshot: Link to edit My group is highlighted in the My group settings screen

  7. On the screen to edit My Groups, configure the settings as necessary.

  8. Confirm your settings and click Save.

Deleting All Users and Facilities Belonging to My Group

Remove the selected members and facilities from My Groups.
The users or facilities themselves will not be deleted.

Steps:
  1. Click User name in the header. Screenshot: User name in the header is highlighted

  2. Click Personal Settings. Screenshot: The Personal Settings action link is highlighted in the dropdown list of the user name

  3. Click "Common settings".

  4. Click Users.

  5. Click My group settings.

  6. On the "My group settings" screen, select the My group for which you want to change the settings.

  7. Select the checkboxes of the users and facilities you want to remove from the My group, and then click Remove selected users/facilities.

    In Garoon version 5.15.0, the button to delete My group users or facilities collectively has changed from Delete to Remove selected users/facilities.
    Screenshot: Selecting users to be removed from My group

  8. Click Yes on the "Remove users/facilities in the group" screen.

    In Garoon version 5.15.0, the screen name has changed from "Remove members" to "Remove users/facilities in the group".

Reordering My Groups

Change the order in which the My groups are displayed.

Steps:
  1. Click User name in the header. Screenshot: User name in the header is highlighted

  2. Click Personal Settings. Screenshot: The Personal Settings action link is highlighted in the dropdown list of the user name

  3. Click "Common settings".

  4. Click Users.

  5. Click My group settings.

  6. On the "My group settings" screen, click Reorder My groups. Screenshot: Link to reorder My groups is highlighted in the My group settings screen

  7. On the screen to reorder My Groups, reorder My Groups.

  8. Confirm your settings and click Save.

Deleting My Groups

Delete My Group.

Steps:
  1. Click User name in the header. Screenshot: User name in the header is highlighted

  2. Click Personal Settings. Screenshot: The Personal Settings action link is highlighted in the dropdown list of the user name

  3. Click "Common settings".

  4. Click Users.

  5. Click My group settings.

  6. On the "My group settings" screen, select the My group you want to delete, and then click Delete My group.

    In Garoon version 5.15.0, the name of the link to delete My group itself has changed from Delete to Delete My group.
    Screenshot: Link to delete My group is highlighted in the My group settings screen

  7. Click Yes on the delete My groups screen.