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claim_visibility_grouping

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claim_visibility_grouping [2020/12/01 11:54] – lisa.maloneyclaim_visibility_grouping [2020/12/01 12:03] (current) – lisa.maloney
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 To add Users and Companies to the Visibility Groupings previously defined, navigate to the Claim Visibility Grouping Association Admin screen.  The grid displays 2 tabs: User and Company.   To add Users and Companies to the Visibility Groupings previously defined, navigate to the Claim Visibility Grouping Association Admin screen.  The grid displays 2 tabs: User and Company.  
  
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 The first column on each grid indicates if the row (user or company) is a member of a visibility grouping.  If false, the row is not yet assigned to a group.  If true, the row is assigned to a group.  Select a row and click the Cycle through item in Hierarchy button and the visibility grouping hierarchy on the right will display where that row is in the hierarchy. The first column on each grid indicates if the row (user or company) is a member of a visibility grouping.  If false, the row is not yet assigned to a group.  If true, the row is assigned to a group.  Select a row and click the Cycle through item in Hierarchy button and the visibility grouping hierarchy on the right will display where that row is in the hierarchy.
  
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 Below is an example of a hierarchy with users and companies assigned.  A User can see the Companies in the assigned hierarchy plus all hierarchies directly below.  The hierarchies and members of the hierarchies are displayed in alphabetical order.  Each record shows both the name and the associated email or company number in parenthesis. Below is an example of a hierarchy with users and companies assigned.  A User can see the Companies in the assigned hierarchy plus all hierarchies directly below.  The hierarchies and members of the hierarchies are displayed in alphabetical order.  Each record shows both the name and the associated email or company number in parenthesis.
  
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 Click Save after making changes! Click Save after making changes!
claim_visibility_grouping.1606823645.txt.gz · Last modified: 2020/12/01 11:54 by lisa.maloney

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