Group Management Overview
Groups in Baldwin enable targeted communication, form assignments, and customized visibility for specific teams or roles within your organization.
Where Can Groups Be Used?
My Bulletins: Form Owners and Client Admins can send bulletins to designated groups (e.g., Pilots, Maintenance, Flight Attendants).- Form Assignments: Groups can be assigned to form submissions, such as adding a Safety Committee group as investigators on a Safety Report.
- Form Filtering: Specific forms can be configured to appear only for users in designated groups.
Who can manage Groups?
Client Administrators have the ability to create, edit, or delete groups and manage group members.
How to Manage Groups
- Access
Group management via
Admin. To edit a group:
- Click Edit beside the group name.
- View, Add, or Remove members as needed.
- Use the search bar to filter names and add users.
- Click Remove next to a user’s name to delete them from the group.
- To delete a group, click Delete beside the group name.
Effective use of
Groups in Baldwin supports efficient communication, precise form access, and role-specific functionalities within your organization.
