Creating and administering a Group

Overview

What is a Group?

A Group is a simple space to work alone or collaborate with others using basic functionality which is Tasks, Discussions and Documents. On occasion you might also want to use KPIs and tools to make better decisions in the same environment. You can learn more about what Groups are in our introductory video.

Visibility

Other users can see a Group and all the information within it if they’re a part of the team, as with all pam Initiatives. You can check who has access to the Group by clicking Team in the top right hand corner of the screen.

Instructions

Navigating to Groups

Find Groups in the Initiatives menu on your main navigation bar.

Screen Shot 2015-04-28 at 14.42.58

In the Groups area, click ‘Create new Group’

Screen Shot 2015-04-28 at 14.35.04

You can then name your Group and set its purpose and goals; these are optional but a great way to keep the team focused when working in the Initiative.

Setting Group visibility

Visibility settings determine who can see your group, as well as who can be added as a member. The options are:

  • Private – Invitation only. No one will know this group exists nor see it’s updates, unless they are a member of it
  • My Organisation – Membership of this group is limited to users within your organisation
  • My Organisation and partners – Membership of this group is limited to users within your organisation and partners within pam
  • All pam users – Any user in pam will know this group exists but the administrator of the group needs to approve membership

Features

The ‘Features’ section allows you to switch on specific functionality for your Group. This ensures only the tools you need are present and your group members aren’t distracted. The following features can be enabled:

  • To-dos
  • KPIs
  • Tools
  • Discussions
  • Documents
  • Updates

Select the features you need by ticking the box next to them. Once your Group is created you can’t switch features off, this avoids any risk of you losing content someone has created.

Team

Once you’ve created your new Group you can add Team members. Using the search under the ‘Membership’ heading, add pam users by typing their name in the text box and selecting matched results. A Team member will receive a notification via email when they have been added to the Group.

Screen Shot 2015-04-28 at 14.45.39

Searching

Whilst within a project, you can choose to only search within that project in order to filter any unwanted results from other initiatives.

Search in Group

Need further help? Get in touch...

Message us via pam, email us at support@pam-it.com or call 01273 041 042.
  • Sam Peters
  • Roy Crombleholme
  • Stuart Johnson



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