MyGroups < Cargooffice

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---++ My Groups

%TOC{depth="6"}%
---+++ About
   * You can build your own community by creating groups and adding friends and partners to these groups.
   * My Groups is thé community tool for anybody wishing to communicate with others inside the community.
   * Currently this functionality is mostly used for receiving and [[PostOffers#Where_to_find][sending Requests for Quotations]].
   * *Please note*: we are in the process of restyling this functionality.<br />Images that are displayed in this documentation could be changed already in our live versions.
---+++ Where to find
   * Back Office -&gt; Community Tools -&gt; My Groups<br />By default this functionality is only available for level 20-users.
---+++ Description
   * Every user inside Cargo Office is able to form his own groups with all users of his/her liking.
---++++ How to start

All groups are listed for the user that is logged in.

<img alt="MyGroups01.png" height="236" src="%ATTACHURL%/MyGroups01.png" style="border-style: solid; border-width: 1px;" title="MyGroups01.png" width="623" />

   * 1. If no group exists, click " [[MyGroups#Create_new_group][Create new group]]".
---++++ Create new group

<img alt="MyGroups02.png" height="353" src="%ATTACHURL%/MyGroups02.png" style="border-style: solid; border-width: 1px;" title="MyGroups02.png" width="696" />

   * 1. Enter a name for the new group.
   * 2. Enter a description for this group.<br /><b>Note</b>: you are able to define multiple groups with multiple different users. You are able to add the same users in different groups.
   * 3. Create this group.<br /><b>Note</b>: you are able to modify details of this group later on.
---++++ Group overview

You are able to create as many groups as you like.<br /><br /><img alt="tc_groups_overview.png" height="237" src="%ATTACHURL%/tc_groups_overview.png" style="border-style: solid; border-width: 1px;" title="tc_groups_overview.png" width="636" />

   * 1. Create another group (above 2 that are already listed in this example).
   * 2. <img alt="butarwdn.gif" height="12" src="%ATTACHURL%/butarwdn.gif" title="butarwdn.gif" width="12" /> If you click on this button, it: <br />
      * gives an overview of all users inside this group.
      * gives you options to delete users or <a href="MyGroups#Add_users_to_a_group" target="_self">add new users</a> to your group.
   * 3. <img alt="butedit.gif" height="12" src="%ATTACHURL%/butedit.gif" title="butedit.gif" width="12" /> Gives you options to edit descriptions of your group details.
   * 4. Descriptions of your group details.
---++++ Add users to a group

Users are added by adding their email address to a group.

<img alt="MyGroups03.png" height="452" src="%ATTACHURL%/MyGroups03.png" style="border-style: solid; border-width: 1px;" title="MyGroups03.png" width="767" /><br /><br />
   * 1. *Find new group members*: enter (part of) the name of a user or a company name and hit search.
   * 2. Show an overview of all my groups.
   * 3. Modify details of this group.
   * 4. Create a new group.
   * 5. Overview of search results per company.<br />
      * All listed results are users that are known inside the Cargo Office Community. If no result is shown, check description below.
      * *Note:* There could be more than one user per company.
   * 6. *Add to group*: hit this button to add the user to the new group.
---+++++ When a user is not known inside the Cargo Office community

<img alt="MyGroups04.png" height="504" src="%ATTACHURL%/MyGroups04.png" style="border-style: solid; border-width: 1px;" title="MyGroups04.png" width="762" />

<br />An example:
   * 1. We are trying to find user: support@freecargo.com
   * 2. Cargo Office replies this user can not be found, but it can be invited.<br /><b>Note:</b> if you invite this user, be sure this email address is correct.
   * 3. Cargo Office gives suggestions of other users that are known inside the community.
---+++++ Invite unknown user

<img alt="MyGroups05.png" height="419" src="%ATTACHURL%/MyGroups05.png" style="border-style: solid; border-width: 1px;" title="MyGroups05.png" width="614" />

   * 1. The invited user with his known email address is already listed. The name of the company the user is working for, is required.
   * 2. The city where the user is situated, is required.
   * 3. After clicking the invite button an email is sent to this user. When the user accept the invitation this user is added to the group (in this example group: Transport East of user info@rutgers-transport.com.
---++++ User overview inside a group and current functionality

<img alt="MyGroups06.png" height="355" src="%ATTACHURL%/MyGroups06.png" style="border-style: solid; border-width: 1px;" title="MyGroups06.png" width="767" />

   * 1. The name of this particular group.
   * 2. All users that are combined inside this group.
   * 3. Delete this user from this group (Transport East).
   * 4. Use on/off option, if you want to receive Request For Quotations from this user.
   * 5. Use on/off option, if you want to have an option to send Request For Quotations to this user.<br />Also read: [[PostOffers#Post_Freight_or_send_a_Request_F][how to send a RFQ]].
---++++ Different types of users

Users of your group have options to decide wether thay want to be part of your group or not.<br /><br /><img alt="MyGroups07.png" height="453" src="%ATTACHURL%/MyGroups07.png" style="border-style: solid; border-width: 1px;" title="MyGroups07.png" width="789" /><br /><br />Therefore users inside a group can have different statusses:
   * *1. ACCEPTED:* those that have accepted your invitation are now part of your community.<b><br /></b>
   * <b>2. DECLINED: </b>those that have declined your invitation and are *no* part of your community.<br />
      * Users that declined your invitation have a label *DECLINED* behind their user name.
      * If you want to sent this user a new invitation again, remove this user first by clicking the %RED%red x%ENDCOLOR% and then start invitation procedure again.
   * *3. PENDING:* those that have not reacted on your invitation and are no part of your community<b> yet</b>.<br />
      * Users that have not reacted on your invitation have a label *PENDING* behind their user name.
      * These users are free to accept the invitation they have received by mail any time later on.
      * If you want to invite this user again, My Groups Application will reply with the message it has already sent an invitation and it is waiting for user to reply.
      * If the user can not find the email with the pending notification, delete this pending user by clicking the %RED%red x%ENDCOLOR% and then start invitation procedure again.
Attachments
Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
png	MyGroups01.png	r1	manage	15.6 K	2016-07-18 - 10:53	RutgerRutgers	HowToStart
png	MyGroups02.png	r1	manage	17.0 K	2016-07-18 - 11:19	RutgerRutgers	AddGroup
png	MyGroups03.png	r1	manage	61.4 K	2016-07-18 - 12:26	RutgerRutgers	AddUsers
png	MyGroups04.png	r1	manage	59.8 K	2016-07-18 - 13:02	RutgerRutgers	Unknown user
png	MyGroups05.png	r1	manage	21.0 K	2016-07-18 - 13:21	RutgerRutgers	Invite user
png	MyGroups06.png	r2 r1	manage	42.8 K	2016-08-22 - 11:02	RutgerRutgers	User overview inside a group
png	MyGroups07.png	r2 r1	manage	53.1 K	2016-08-22 - 13:30	RutgerRutgers	Group user types
Topic revision: r7 - 2019-10-23 - RutgerRutgers