Group Listings & Organizational Management

Overview

Group listings in BigLedger provide a structured approach to organizing teams, managing access permissions, and creating logical groupings for better collaboration and data management across your organization.

TODO: Comprehensive Documentation Needed

Priority 1: Group Strategy & Architecture

• Organizational Design: Best practices for structuring groups in BigLedger
• Group Types: Different types of groups and their optimal usage scenarios
• Hierarchy Management: Parent-child relationships and nested group structures
• Scalability Planning: Managing groups in large organizations

Priority 2: Membership & Permissions

• User Management: Adding, removing, and managing group members
• Role Assignment: Different member roles and their capabilities
• Permission Matrices: Detailed breakdown of available permissions
• Security Best Practices: Implementing proper access controls

Priority 3: Integration & Automation

• Module Integration: How groups work with accounting, sales, inventory modules
• Automated Workflows: Dynamic group membership based on criteria
• Reporting & Analytics: Group performance and usage analytics
• Bulk Operations: Managing large-scale group changes efficiently

Current Basic Functionality

Creating Groups

Required Information:

• Group Name: Descriptive identifier for the group
• Group Code: Unique system identifier
• Group Email: Contact email for group communications
• Group Visibility: Controls who can see the group
• Group Joining: Determines how users can join the group

Group Management Tabs

Edit General Info

• Modify group name, visibility, and joining settings
• Control group active/inactive status
• Update group configuration parameters

Edit Members

• Add users by searching email addresses
• Assign member ranks and roles
• Manage member status (active/inactive)
• Remove members from the group

Edit Permissions

• Select permissions from available options
• Apply group-level access controls
• Manage permission inheritance
• Remove or modify existing permissions

Basic Implementation Guide

While comprehensive documentation is being developed:

Step 1: Plan Your Group Structure

• Define the purpose and scope of each group
• Consider how groups will interact with existing organizational structure
• Plan permission levels and access requirements

Step 2: Create Core Groups

• Start with essential groups (departments, roles, projects)
• Use consistent naming conventions
• Configure appropriate visibility and joining settings

Step 3: Manage Membership

• Add key users to appropriate groups
• Assign appropriate ranks and permissions
• Test access levels and functionality

Step 4: Monitor and Optimize

• Regular review of group membership and permissions
• Adjust structure as organizational needs change
• Maintain security and access control standards

Related Resources

While this page is under development, explore these related topics:

• Member Classifications - User roles and access control
• User Management - Individual user account management
• Team Configuration - Department and team setup
• Label Management - Organizational labeling systems

Development Timeline

Phase 1 (Priority): Core group management and permission documentation
Phase 2 (Follow-up): Advanced features and integration guides
Phase 3 (Enhancement): Automation, analytics, and optimization strategies