A Staff Group is an optional way to segment staff independently of their Staff Role. A staff member can belong to several groups at once, and assigning a group to an Alert Rule defines which staff that rule monitors. Create your groups before you assign staff to them.
Before you begin, make sure the following are complete:
You are assigned the Staff Safe Administrator role. Roles are assigned in the Kio Cloud Users app by a User Management Administrator, or through your organization's SSO identity provider.
To add several groups at once, at least one group already exists. The export file that seeds a bulk add is generated from existing groups.
Steps
From your Kontakt.io Launchpad, select Staff Safe.
From the Settings menu, select Staff Groups.
Select Create Group.
Enter the group's Name and select a color.
Select Save.
The group is created. Staff can now be assigned to it from their staff profile.
Add several groups at once
When you need more than a handful of groups, add them in one pass with a CSV file.
From the Staff Groups page, select Export CSV.
Open the exported file and add one row for each group.
Do not delete or change the header row.
Save the file, then select Import CSV.
The groups are added and available to assign to staff.
To assign a group to a staff member, open their profile from the Staff page and select the groups that apply.