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 name for the group.
Description (optional): Provide a brief overview of the group’s purpose.
Members: Click Add Members to select users for the group.
Roles (optional): Click Assign Role to choose from available system or custom roles. This will grant permissions to all members.
Custom Permissions (optional): Click Add Custom Permission to assign specific permissions directly.
Save the Group: Review your details and click Save.
Example: For instance, if you create a group called “Finance Team,” you might assign it the role of Finance Checker to allow members to make edits to submitted invoices. This enables your finance team to manage their responsibilities efficiently.
Related Articles
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 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 ...
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 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 ...
How to create a Custom Role?
To create a custom role, follow these steps: Log In: Log in to your account and navigate to the Users section. Go to Roles: Click on the Roles tab or section. Create New Role: Click on the "Create Role" button. Fill in Role Details: Name: Enter a ...