How to edit a User Group?

How to edit a User Group?

  1. Log in and Navigate: Log in to your account and go to the Users section. Click on the User Groups tab.

  2. Select a Group: Choose the group you want to edit by clicking on its name.

  3. Edit Group Details:

    • Click on the three vertical dots icon.

    • Select the option to Edit Info of the user group.

    • You can modify all fields, including the group name, description, roles, and custom permission mapping.

    • Note: Edits will take effect immediately upon saving, but they will not impact any approvals made prior to the changes.

  4. Save Changes: Click Save to apply your changes.


Example: For example, if you want to change the role of the “Finance Team” group to allow members to only view invoices, simply select the group, click Edit, and adjust the role accordingly.


    • 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 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 an Existing Master Data Record

      Locate the Record to Edit: Search for and select the record you want to modify. Click on ‘Edit’: Click the Edit option to open the record for modification. Make Necessary Changes: Update the required fields with the new information. Review and ...