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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 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 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 ...
How to Use Condition Groups in Workflow?
Conditions within a set can be grouped using Condition Groups. Use Match Any (OR) or Match All (AND) logic to combine conditions. For example: If "Amount > $5,000 OR Vendor = 'Preferred Vendor'," the workflow could bypass certain steps based on ...