What is a User Group?

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 and manage access controls.

Key Attributes of a User Group:

  • Name: A unique identifier for easy recognition of the group.

  • Members: The users assigned to this group.

  • System or Custom Roles: Optional roles that define the permissions granted to the group members.

  • Custom Permissions: Additional permissions that can be set independently of the roles.

  • Description: A brief overview that outlines the group's purpose.

Example: For instance, you could create a Finance Team user group that includes all finance-related personnel. This group could have specific roles like “Accountant” and “Manager,” along with permissions to approve invoices and access financial reports. This organisation simplifies management and ensures that only the right people have access to sensitive financial information.

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    • 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 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 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 ...

    • 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 ...