Groups
By default, DayBack calendars, resources, and events are organized into groups. Here’s how they work:
- Group Assignment on Signup: When a user signs up for a new DayBack account, they are automatically assigned to a group. If they are creating a new account, a default group is created specifically for them.
- Invitation to Existing Groups: If a new user is invited by an existing DayBack user, they are assigned to the inviter’s group.
- Access to Multiple Groups: Users can be part of multiple groups. This allows them to switch seamlessly between different work environments and keep information siloed from users who do not need access to it.
In this article
Group Names
Salesforce orgs that installed DayBack from the Salesforce AppExchange do not have group names, as these groups (orgs) are managed by Salesforce. All other DayBack installations, including Salesforce Connect deployments, require a group name.
Your DayBack group should have a name to help users who belong to multiple groups decide which group to log into. Group names are also used in the invitation email that new users receive when invited to your group. A group name is required before you can invite new users.
Note: While the same email address can belong to more than one group, starting a new group (such as a new DayBack trial or deployment) still requires a unique email address.
Switching Between Groups
FileMaker and Salesforce Users Cannot Switch Groups:
- You can't switch groups when logged into DayBack inside FileMaker or Salesforce since a group's DayBack settings only work in that specific FileMaker file or Salesforce Org.
- Users in a web browser can switch groups using the group selector in DayBack's three-dots menu.
To switch between groups:
- Click on the three-dots menu in the top right corner of your calendar.
- Select “My Groups” from the dropdown menu.
- Choose the group you want to switch to from the list of available groups.
