Creating Organization Workgroups

If the organization wishes to segregate access to employee data by location or other distinction, you can create User Groups in DonorPoint to reflect those divisions. Employees are then assigned to a user group, and a workplace manager with dashboard access will only see data for employees in user groups that they manage.

To create work user groups, navigate to the User Accounts -> User Groups list view. You can create individual work user groups here or import a file of workgroup names.

Note that after the employee file is imported you can update the groups to mass assign their managers. A sample import file can be found here

Managers also can be added to work user groups by selecting them on the Owners list in the User Group edit view.