1. Can I create a user group without assigning any roles or permissions?

Yes, you can create user groups for organisational purposes or workflow management without assigning any roles.

Example: You might create a “Project A Team” group to facilitate collaboration among team members without granting them specific permissions until needed. This group can later be utilised in the approval workflow.

2. What happens when I mark a user group as inactive?

When marked inactive, the group will be deactivated, and its members will lose access to the roles and permissions associated with that group.

Example: If you mark the “Temporary Staff” group as inactive, all members will no longer have access to the permissions related to that group, such as viewing sensitive financial documents.

3. Can I assign both system and custom roles to a user group?

Absolutely! You can assign a combination of system and custom roles to a user group.

Example: For a “Marketing Team” group, you might assign the “Content Creator” system role along with a custom role that grants access to specific marketing department data.

4. How are notifications sent to user group members?

Members receive notifications via email or the platform’s notification system whenever changes are made to the group.

Example: If a new role is assigned to the “HR Team” group, all members will receive an email alerting them of the change, ensuring they are aware of any new permissions.