What are User Groups?

 

User Groups are created and maintained at the Organization Level. A User Group is a folder that contains a specific collection of StratusVue Website profiles, contacts and users. This container of profiles is similar to a distribution list you would use when sending an email. A central location of a specific set of profiles to bus used on the project.   User groups can be useful for adding a specific set of User profiles to cc's within a project or building a bid list. The user groups are only visible for creation and edits by an Org Admin user.  Project Members can utilize the data presented within the user groups at the project level. Categories are folders to better organize your User Groups (Subcontractors, Architects, etc.) Once you create a Category folder, you can then create a User Group within that folder.

 

 

Create a New User Group

 

  • On the Navigation Tree click on My Organizations--> Setup--> User Groups.   

Machine generated alternative text:
Sage Construction 
Setup 
List Management 
Advanced List Management 
Bidder Categories 
Org Project Options 
User Groups 
Integrations Setup 
Performance Evaluation Setup 
Org aid Package Template 
Org aid Package Message Template

 

  • Within the User Groups, on the top ribbon bar select Create.

 

User Groups 
Home 
Up 
Go To 
Categor ies 
Crea te 
Create Options 
Ed it Delete 
Edit Options

 

  • Enter a name for your User Group and click save.

 

Create New User Group for A.R. Mays Construction 
Home 
Up 
Go To 
Add Users New User New Contact Remove 
User Options 
GROUP INFOR MAT ION 
Group Name 
Group Description 
Sav Save & Cop Clos 
Group Users 
No users were found in this group.

 

  • The User Group is now created and ready for StratusVue Website Profiles to be added.  Existing Profiles can be added by searching the StratusVue Website database from the top ribbon bar, Add Users.  If the profile is not already created you can create a new User Profile by clicking New User or create a new Contact Profile by clicking New Contact.  

 

Edit User Group for A.R. Mays Construction 
Home 
Up 
Go To 
Add Users 
New User New Contact Remove 
User Options 
Request Synchronization 
Sync Options

 

  • To maintain your user group you can remove StratusVue Website profiles by selecting the red x within the user group at the far right of the profile.

 

 

  • The user group will now be available for your project members to use within the project.   The user groups are presented within the user selection tool in various locations within the project.  When the user selection tool is open you can control the location by clicking on the green drop down arrow and selecting My User Groups.

 

Machine generated alternative text:
View : 
C] 
C] 
C] 
C] 
C] 
My Organization Members 
Public - All 
My Organization Members 
User Groups 
Vendor ID 
SELECT USERS 
City 
State 
Email 
Phone 
80b Builder 
ps sub 
Stratusvue Test 
sub 
Demo Admin 
Demo Sub 
Electrical 
DemoSub 
Mech Sub Demo 
Architect Demo 
Ken Kaiser 
John Goecke 
Project Admin 
StratusVue 
StratusVue 
StratusVue 
StratusVue 
StratusVue 
StratusVue 
StratusVue 
StratusVue 
StratusVue 
StratusVue 
StratusVue 
Fox Lake 
Fox Lake 
FOX Lake 
Fox Lake 
Fox Lake 
Fox Lake 
Fox Lake 
Fox Lake 
Fox Lake 
Fox Lake 
Fox Lake 
Fox Lake 
Illinois 
Illinois 
Illinois 
Illinois 
Illinois 
Illinois 
Illinois 
Illinois 
Illinois 
Illinois 
jeff@stratusvue.col (847) 876-1003 
john@plansandspe (847) 876-1003 
cgibson@stratusvu (847) 876-1003 
cgibson@stratusvu (847) 876-1003 
876-1003 
876-1003 
876-1003 
sagecpc@gmail.con (847) 876-1003 
876-1003 
kpkaiser@aol.com (847) 876-1003 
jgoecke@stratusvu (847) 876-1003 
support@plansand (847) 876-1003 
CSI Division 
16000 
01 45 29 
, 0001 
16000 
15000 
No user(s) selected

 

  • After selecting My User Groups the User Selection Tool will allow you to select the User Group of choice.

 

Machine generated alternative text:
SELECT USERS 
Category: None 
View: 
C] 
C] 
My User Groups 
Name 
Susan Layton 
Rob Carlton 
Sarah Jones 
Bill Chapman 
Jim Pratt 
Jeff Baird 
Tony Smith 
Fred Slicke 
Brent Bick 
Tom arickhouse 
Kevin Drone 
Paul Drone 
User Group: 
Email 
Organization 
A-I Electric Company 
A-I Electric Company 
A-I Electric Company 
A-I Electric Company 
A-I Electric Company 
AAA Insurance and 
Bonding 
ABC Air Conditioning 
Aac Brick 
ABC Brick 
Aac Brick 
ABC Drone Rental 
ABC Drone Rental 
Vendor ID City 
State 
OR 
TX 
TX 
TX 
Address Book 
Address Book 
Bidders List 
Meeting Distribution 
107 
106 
110 
110 
Tigard 
Tigard 
Tigard 
Tigard 
Tigard 
Portland 
Portland 
Carrollton 
Carrollton 
Carrollton 
Madison 
Madison 
susan@ale 
MHA Transmittals Core Team 
rob@a1el Rutgers Core Team 
bill@a1electric.com (503)744-3200 
jim@a1electric.com (503) 744-3200 
tsmith@gmail.com 503-223-2333 
fslickex@gmail.com 504-345-3955 
aax@gmail.com 503-479-3956 
TBx@gmail.com 504-232-2322 
kdrone@gmail.com 503-123-1234 
pdrone@gmail.com 503-123-1234 
16000 
No user(s) selected

 

 


Updated: 03.06.2020 Version: 8.5.3


Published:10-2019 | Revised:02-2020 v8.5.3