Groups exist to limit access to items in QualityKick.
Only Users that belong to the Group to which an item (Document, Training, CAPAs, Event, etc.) has been assigned will be able to see and access the item in QualityKick.
This is the case for all Users, including Administrators.
- Go to Manage > Groups.
- Click on the + New button.
In the Group Details Form:
- Give the Group a Name.
- Select a Parent Group if the new Group is to to be a Subgroup of an already existing Group.
- Turn the switch ON if you wish to Assign yourself to the Group. As an Administrator it is essential to keep in mind that by not assigning the new Group to yourself you will not see nor have access to the items assigned to the Group.
Global recommendations for working with Groups
Use groups sparingly, it can be confusing having too many groups to work with. In many organizations it may be enough just to have one General Group. Create additional Groups only if there is a need to limit access to certain items.
QualityKick does not assign new Groups automatically to Administrators. As shown in the screenshot above you need to turn ON the switch in case you wish to assign the Group to yourself. Think carefully about this.
As an Administrator you will carry out many support tasks within your organization, Users will come to you with issues and questions related to items in QualityKick. Moreover there are certain administrative tasks in QualityKick that you will not be able to do if you are not assigned to those specific Groups. It may be a good idea to assign all Groups to yourself unless of course there is some internal impediment to you accessing the contents of all Groups.