User Groups in AerScheduler

User Groups in AerScheduler provide a powerful organizational tool to group and manage users for reporting, currency tracking, and future feature enhancements. With User Groups, administrators can efficiently categorize users, automate group memberships, and lay the groundwork for more advanced functionalities. This documentation explores the functionality and capabilities of User Groups within AerScheduler.

Key Features of User Groups

AerScheduler's User Groups come with several important features:

• Group Creation: Administrators can create user groups to categorize users based on their roles, responsibilities, or other criteria.

• User Selection: When creating a user group, administrators can manually select users to attach to the group, providing manual control over group membership.

• Automations: User Groups support automation rules that automatically add users to the group based on their roles, simplifying group management.

• Role-Based Criteria: Automation rules can add users to groups based on specific roles, such as students, instructors, renters, technicians, dispatchers, administrators, and owners.

• Automation Prioritization: Automation rules take precedence over manual user selections, ensuring that users meeting the criteria are added to the group.

• Manual Management: While automations handle additions, manual management is required to remove users from groups when their roles change.

Creating and Managing User Groups

To effectively use User Groups in AerScheduler, follow these steps:

1. Access User Groups: Log in to your AerScheduler account as an administrator and navigate to the "User Groups" section.

2. Create User Groups: Begin by creating a new user group by providing a name and description that reflects the purpose of the group.

3. User Selection: Manually select users from your organization to attach to the user group. This provides precise control over group membership.

4. Automation Rules: Configure automation rules for the group by selecting criteria such as adding all users, students, instructors, renters, technicians, dispatchers, administrators, or owners to the group.

5. Automation Prioritization: Keep in mind that automation rules take precedence over manual selections. Users meeting the criteria will be added to the group automatically.

6. Manual Management: Remember that manual action is required to remove users from groups when their roles no longer meet the criteria.

Benefits of User Groups

Utilizing User Groups in AerScheduler offers several benefits for organizations:

• Efficient Categorization: Group users efficiently for reporting, currency tracking, and future features.

• Automation Simplification: Automate the process of adding users to groups based on their roles, reducing manual effort.

• Role-Based Organization: Organize users based on their roles, making it easier to track and manage specific user categories.

• Future Feature Readiness: Lay the groundwork for more advanced functionalities and features that may leverage user groups.

Streamline User Management

User Groups in AerScheduler provide a powerful tool for organizing and managing users within your organization. Whether it's for reporting, currency tracking, or future feature enhancements, User Groups offer a streamlined way to categorize users and ensure efficient group management.

Stay prepared for future feature enhancements that will further leverage User Groups to enhance organizational capabilities within AerScheduler.