Collections

Collection refers to a grouping of entities. Users can be grouped as per Department and Role which are the collections available. For ex: a collection named Marketing is created to group all users from the marketing department. Approver is an example of a role collection.

Department

Under Collections there will be a department collection as shown below:

Click Add Department to create a new collection under department.

In Actions, click user icon to add users to the department. Select users from the left panel and click Add. From the right panel, select users and click Remove to remove user from the department. Click edit icon to edit department (rename).

Roles

Similarly, under Roles, click Add Roles to create a new role. In Actions, click user icon to add users to the role. Select users from the left panel and click Add. From the right panel, select users and click Remove to remove user from the role. Click edit icon to edit department (rename). Click Delete icon to remove collection from the list. Note: In Collections, there is a Search functionality (free text based search) that lets admin search the list by typing in collection type or name of attributes.