Creating, editing and removing Groups
How do I create a Group?
1. Navigate to Account settings, within the step Groups.
2. On the left pane, under ‘Add a new group’ complete the details below.
3. Add a Group name (e.g. Environment).
4. Add a Supervisor to the group. You can search for a Coordinator from your organisation to add them. Supervisors will list below once they have been added.
You must have a minimum of 1 Supervisor to create a group.
5. Add Members to the Group. You can search for a Member from your organisation to add them. Members will list below once they have been added.
Members are not required to be added to a group, but there must be a minimum of 1 Member and 1 Supervior in a group to benefit from the Supervisor Review functionality.
6. Add Collaborator roles to the Group. Use the drop-down menu to search for a Collaborator role. Collaborator roles will list below once they have been added.
Collaborator roles are optional to be added to a group, but collaborator roles must be added to benefit from:
1. the automatic assignment of supervisors based on triggered assessment criteria when an application is lodged, and
2. the supervisor review process, collaborator role types must be assigned to the group, for the supervisor to complete a review of a collaborators work.
7. Select the ‘Automatic application assignment’ (All, Limited or None). Learn more about the Automatic assignment of application team.
8. Select ‘Create Group’.
How do I edit a Group?
Navigate to Account settings, within the step Groups.
On the right pane, under the 'Current groups' heading find the group you wish to edit.
Select the action icon (three dots) and select ‘Edit’. The left pane will populate with the group details.
On the left pane, under ‘Edit group’ update the details below.
Select ‘Save Group’.
How do I remove a Group?
Navigate to Account settings, within the step Groups.
On the right pane, under the 'Current groups' heading find the group you wish to edit.
Select the action icon (three dots) and select ‘Remove’.