Editing group details and managing members in Jisr system.

Jisr system provides high flexibility in managing groups and their members, enabling administrators to easily modify details to meet changing business requirements while ensuring organized workflows and seamless operations.

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Editing Group Details

Administrators can update group information by following these steps:

1. Accessing Group Settings:
   Navigate to the Settings page, select Groups, choose the desired group, and click Edit Group Details.

2. Editing Options:
   Upon editing, three main sections will appear:

   • Basic Information: Update group details such as the name or description.
   • Members: Add, move, or remove members.
   • Managers: Add or modify managers responsible for the group. 

 3.  Making Changes:
Select the section you want to edit and click to view the current details.

• • Make the necessary updates and save your changes.
  • Use the designated buttons to manage members (add, move, or delete) as shown in the illustrations.
  • To add a new manager, click the Add Manager button and follow the instructions.

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Transferring a Member Between Groups

This feature allows for smooth member transfers, considering pending requests.

Case 1: Transferring a Member Without Pending Requests

1. Select the desired member.
2. Click the Transfer button.
3. Choose the new group and confirm the transfer.
4. A confirmation message will appear, indicating a successful transfer.

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Case 2: Transferring a Member With Pending Requests

1. Select the desired member.
2. Click the Transfer button.
3. Choose the new group.
4. A notification will appear, stating:
   • Current requests will remain in the approval workflow of the old group.
   • Future requests will follow the approval workflow of the new group.
5. Click Confirm Transfer to complete the process.

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Removing a Member From a Group With Pending Requests

When removing a member with pending requests:

• A message will appear indicating:
  • Current requests will remain linked to the current group.
  • Future requests will automatically be routed to the approval workflow of the new group.