Utilizing User Groups

Utilizing User Groups

Grouping users is helpful for managing a large number of users - typically by geography, department, or role. 

Creating User Groups

  1. Go to User Management > User Groups.
  2. Click ✚ Create Group button.
  3. In the Add group screen, fill in the group name.
  4. Select the users you want to assign to this group. This is an optional step, you can add them later. .
  5. Click on Assign.

Assigning Users to a User Group

  1. Create a user group as explained in the previous section.
  2. Go to User Management > Users page. Select the checkbox next to the users to be added to the group. 
  3. Click on Group button at the top of the page.
  4. Select the group you want to assign the user(s) to and click on Assign.
A user can be assigned to an existing group only. Users already assigned to other groups will be reassigned to the current group.

 Users can also be added to user groups from the User Groups page.
  1. Go to User Management > User Groups.
  2. Select a group from the list.
  3. Click on Add Member.
  4. Select the users you want to assign to the group and click Assign.

Managing User Groups

To manage or update the group information, click on the group to open user group information tray. The following options are available:
  1. Update group name
  2. Add new user(s) to the group
  3. Delete user(s) from the group
  4. Delete a group

Deleting User Groups

To delete a User Group:

  1. Go to User Management > User Groups.
  2. Select the group(s) you want to delete.
  3. Click on Delete and confirm the deletion, or delete the group from the user group information tray.

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