Creating User Groups

By leveraging user groups, you can significantly reduce the time and effort required to manage individual user permissions, leading to a more secure and efficient system management approach.

Creating a user group involves entering the basic details, such as the name and description of the group. Once the basics are set, add the users to the group.

To create a user group, go to Menu > Admin > User > User Group

User Group Details Fields

Field
Description

User Group Name

Enter a unique name for the user group. For example, if you're creating a user group for the Finance Department, you might name it "Finance Team".

Description

This field allows you to add additional context or details about the user group to provide more comprehensive information about the group's objectives, roles, or access privileges.

After filling in the basic information, proceed to assign the users to the group in the "Group Users" section below.

Select the user to add to the group from the "Add User Name" dropdown option and click "Add" to assign the user to the group.

Once all the users have been added, click "Save" to create the user group.

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