Users and Groups (Distribution Lists) | Tablet
User Groups in Commnia are designed to speed up Commnia’s core functions and communicate with a collection of contacts all at once if need be.
4 Default Groups get created by default when a new project is created:
Project Contact List: Anyone that gets added or awarded a tender gets added to the List.
- Procurement Group: Users added here have access to the Tender Manager.
Document Controller Group: Users here get notifications when external users upload documents, the ability to approve and reject documents.
They also have control of the Grid Rules.
Workflow Group: Users belonging to this group can Approve, Rejected Documents via the Workflow Module
In addition, you are also able to create customer groups these can be set as:
- Public: Non paying customers are able to see members of this group. Examples of Public groups are Site Team, Design Team.
- Private: Only paying company has access to this group. Examples of Private groups are Prequalified Tender List
Access Users and Groups in Commnia
Navigate to the menu bar icon and click Contacts.
Create a New User Group
Click on New Group
1. Name your Group
2. Assign the Privacy: Public where all group members can see each other/ Your Company meaning only internal users who belong to the same company as the creator can see the group
3. What Job/Project the Group belongs to.
4. Description field
Once finalised click on Create
Add User to Group
Now that the group has been created let's add a user to the group.
Select the newly created group, click on Add users to group
1. Filter by Project or By Directory
2. Search for the user
3. Select the User/s
4. Click on Add selected users
Exporting the user Group to Excel
To export your list to Excel
1. Select your Group
2. Select the ellipsis
3. Download as Excel
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