Order and User Groups

Welcome

As a Cloudamize user you can see all of your orders in a single page.  You may want to further reduce the amount of information you see and group orders by different criteria.  This will help you to manage your orders better by only seeing what you need.

Purpose

This document has been produced to provide guidelines and reference materials for the setup, viewing and maintenance of Order Groups and User Groups. Within we will provide the following:

• An introduction to Groups

• Provide information on the use of Groups in the Overview Dashboard

  • Order Groups tab

  • Orders tab

  • User Management tab

Introduction to Groups

Setup and viewing of Order Groups and User Groups.

• A Group can have name and description.

• A Group can have one or more users.

• A Group can have multiple Orders linked to it.  These orders will be accessible to all the associated group users.

Terms

• Order Group

  • A collection of Orders from multiple partners.

  • Many users can be linked to an Order Group.

• User Group 

  • One or more users associated with a Group.

  • Users can access all the orders associated with the Groups they are linked to.

  • Group user actions like new order creation and deletion can be controlled by the admin user.

Assumptions

• An Order can be associated with multiple groups

• A User can be associated with multiple groups

Overview Dashboard

Order Groups Tab

• On this page you can Manage your groups.

  • Create new groups.

  • Assign or Unassign orders to available Partners

  • Delete groups

Create new Groups

• Select Add New Group button

• Enter Name and optional Description

Assign/Unassign orders

• Within Manage Groups pane, select the Group you want to manage

• Choose the Partner you want to assign or unassign

• Select available orders

• Click the arrows to move the selections from one side to the other

Delete Groups

• Select the Group you want to delete from the drop-down menu

• Click on the ‘X’ to delete the group

Orders Tab

• New on this page is the ability to filter Orders by partner using the Select Partner to View Order drop-down

• There is a new column Order Group where you can link the order to an existing group

User Management Tab

• New column Order Group on this page where you can assign the user to an existing group.