How to Add a Cluster

Learn what a cluster is and how to create one in this guide.

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What

In the Nobi application you can create clusters. A cluster is a group of one or more communities and/or clusters together under one umbrella.

Clusters can only be created by a user with a manager role on account level. You also need to already have at least two communities. To add an extra community, please contact your vendor.

Want to know more about the whole structure of the application? Go to Account structure and hierarchy.

Why

Clustering communities helps create a clear structure within your account. By grouping communities based on their location, you get a better overview of the entire setup. You can then assign users to these clusters, giving them access to all communities within the cluster.

Learn how to assign these users using our guide Assigning users to accounts/clusters/communities/departments.

Adding a cluster

Some users should be able to see every community, and some only one. Adding a cluster solves this user rights issue and can only be done by a user with the manager role on account level.

Detailed steps

Please note that this action can only be completed on the Nobi web application via the User management page. Access to this page is restricted to managers only.

  1. Click the gear in the top right corner.
  2. Go to Structure in the left menu.
  3. Click on Add a cluster next to the current structure of the entire account.
  4. Name the cluster and click Save.
  5. To nest other items under this new cluster, simply click on the item you want to nest under the cluster.
  6. Then choose the correct Parent from the dropdown menu.
  7. When you’re done, click Save.

You have now successfully assigned an item to your cluster. In the overview you will now see this item nested under the cluster.