Personal groups
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Personal groups
- 1 minute to read
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This document provides information about the Personal groups screen in MySafe, which displays the groups the user is part of and allows the creation and management of personal groups they own.
More information about the feature in About Personal groups.
Path to access
- On senhasegura, in the navigation bar, hover over the Products menu and select MySafe.
- In the side menu, select Sharing center > Personal groups.
Actions menu
| Item | Type | Description |
|---|---|---|
| Add | Button | Directs to the Add personal group screen. |
| Actions | Dropdown menu | Displays the options Print report, Export CSV, and Schedule report. |
Search fields
| Item | Type | Description |
|---|---|---|
| ID | Text field | Filters personal groups by their identification code in senhasegura. |
| Name | Text field | Filters personal groups by their identification name. |
| Registration date | Date picker | Filters personal groups by the period in which they were added. |
| Status | Dropdown menu | Filters personal groups by their activation status. The options are Enabled or Disabled. Clear the field to enable the All option. |
Report fields
- ID.
- Name.
- Registration date.
- Status.
- Actions:
- Edit personal group: opens the personal group editing screen.
info
By default, the report displays 30 records per screen. To go to the next screen, click the forward button at the end of the report.
Add/Edit personal group screens
The Add personal group and Edit personal group screens share the same fields.
Settings tab
| Item | Type | Required | Description |
|---|---|---|---|
| Name* | Text field | Yes | Personal group identification name. |
| Status* | Toggle button | Yes | Enables or disables the personal group. |
| Allow members to view this group?* | Toggle button | Yes | Enables or disables the group members' from viewing and interacting with the group. |
| Description | Text field | No | General information about the personal group. |
User tab
In this tab, the user views, selects, or removes members of the personal group.
| Item | Type | Description |
|---|---|---|
| Add | Button | Opens the System users modal where it is possible to select group members. |
| Select | Checkbox | Selects all records in the table and enables the Remove selected button. |
| Users | Table | Displays the information for each personal group member, including checkbox, ID, Name, Username, E-mail, and Creation type. |
Review tab
This tab displays a summary for the new personal group's settings with the Back and SAVE buttons.
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