How to Activate/Deactivate a User Group?
LogIn and Navigate: Log in to your account and go to the Users section. Click on the User Groups tab.
Select a Group: Choose the group you want to deactivate by clicking on its name.
Deactivate the Group:
Click on the three vertical dots icon.
Select the option to Deactivate the user group.
Note: Once deactivated, users in this group will lose all permissions, roles, and approval assignments associated with it.
Reactivating the Group: If needed, you can undo this action and reactivate the user group at any time.
Example: For instance, if you need to deactivate the “Finance Reviewers” group during an internal audit, simply select the group, click the three vertical dots, and choose Deactivate. This will temporarily remove their permissions to review invoices until you reactivate the group after the audit is completed.
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What is a User Group?
A User Group is a defined collection of users within your organisation that can be managed collectively. This feature allows for streamlined organisation based on user roles, permissions, and responsibilities, making it easier to implement policies ...
How to use a User Group?
User groups simplify user management in your organisation. By creating groups, you can: Assign roles and permissions in bulk Example: Instead of giving each finance team member access to sensitive reports, assign permissions to the "Finance Team" ...
How to create a User Group?
LogIn and Navigate: Log in to your account and go to the Users section. Click on the User Groups tab. Create New Group: Click the Create New Group button. A form will open for you to enter the group details. Enter Group Details: Name: Enter a unique ...
How to edit a User Group?
Log in and Navigate: Log in to your account and go to the Users section. Click on the User Groups tab. Select a Group: Choose the group you want to edit by clicking on its name. Edit Group Details: Click on the three vertical dots icon. Select the ...
Frequently Asked Questions
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 ...