User Groups - What Are They?
User Groups are essentially a referrence to a group of users. On their own, these groups don't do anything. They're simply a convenient way to refer to a group of users within Rex - such as Admin, Teneriffe Agents or Front of House.
Before the confusion seeps in, let's make it clear that these User Groups have no impact on Permission Groups. Those groups are used to give people the same permissions and privileges within Rex - so if you're in a Permission Group with someone who has access to a vendor's contract, you'll have access to it as well. However, Permission Groups don't help you group users for any other purpose in Rex.
That's where User Groups come in. This functionality is going to help you do a whole bunch of cool stuff, but for now, you can use it for two simple things: Reporting and Filtering.
Creating & Editing User Groups
To add a new User Group, follow the steps below:
- From the left side menu go to Settings > Under other, go to Users & Security
- Click on the User Groups tab on the left-han side
- Select Add New User Group
- Fill out the name and description > click Create
That's it - the new User Group will now show. Now you'll need to add users to that group:
- Click on the User Group name to open it
- Either select Edit group name or Add new members
- Alternatively, click Remove member to take someone out of a User Group
- Add, edit or remove as necessary.
When you go to any user's profile in Rex, you'll see the User Groups that they're a part of. It'll be listed in the User Groups field on their profile.
You can also Delete a user group, simply click Delete when on a User Group.
Reporting with User Groups
When you Set Report Options for any report in Rex, you'll notice a Limit to User Groups field. In this field, you can select the User Group - if any - that you wish to limit the report to.
This allows your reports in Rex to be set to show only the necessary information for the User Group/s selected. A valuable tool to show how any specific group is performing.
Filtering with User Groups
Anywhere in Rex that you could filter by User, you can now filter by User Groups - using Advanced Filters.
So, say you work in a lage office that works across Brisbane's Metro West - but the agents within your office all have their areas of speciality. You could set up User Groups called Bellbowrie Agents, Chapel Hill Agents, Chelmer Agents, etc. Then, you could use the new filtering functionality to only see the listing records owned by Bellbowrie Agents.
To do so, you'd simply follow these steps:
- Navigate to a Listings list view > click Filter > click Advanced
- Click add new criteria > select Record Meta - Owning User > is any of > Bellbowrie Agents
- Click Filter
You'll now have a list of all the listings for that User Group.