Configuring group types

A group type applies to a user group, user team, or privilege group. A group type defines the categories, category tabs, custom fields, and custom field tabs that are available to members of a user group or user team in NexJ CRM.

You manage group types for NexJ CRM and NexJ Admin Console in the User Group Types tab. You choose a group type when you create a user group, user team, or privilege group.

Creating group types

Create a group type to make it available when you create user groups, user teams, or privilege groups.

To create a new group type:

1. Navigate to the User page.
2. In the User Group Types tab, click the Add button 

   

   . The Add User Group Type dialog opens.
3. Enter a name and description for the group type.

4. Select one of the following group types:

   • Privilege Group
     Select to make the group type available to privilege groups.

   • User Group
     Select to make the group type available to user groups. Then, select a custom field type group and a category group. These groups define which categories, category tabs, custom fields, and custom field tabs are available for user group members in the Details tab on the Customize workspace in NexJ CRM.

   • Team
     Select to make the group type available to user teams. Then, select a custom field type group and a category group. These groups define which categories, category tabs, custom fields, and custom field tabs are available for user team members in the Details tab on the Customize workspace in NexJ CRM.
     

     

     After you save, you cannot change the group type.

5. Click the Security tab and select your desired default view and edit security.

6. Click OK. The Add User Group Type dialog closes.

The group type is created.

Modifying group types

Modify a group type when you want to make changes to its properties.

To modify a group type's properties:

1. Navigate to the User page.
2. In the User Group Types tab, select the group type you want to modify.
3. In the Detail subtab, click the Edit button 

   

   . The Edit User Group Type dialog opens.

4. Make your desired changes in the corresponding fields.
   

   

   You cannot change the group type.

5. Click OK to save your changes. The Edit User Group Type dialog closes.

The group type is modified.

Deleting group types

Delete group types you no longer need.

You cannot delete a group type if a user group, user team, or privilege group has been created using the group type.

To delete an existing group type:

1. Navigate to the User page.
2. Click the User Group Types tab.
3. Click the Action button 

   

    for the group type you want to delete and click the Delete button 

   

   .

The group type is deleted.