Creating and Managing User Groups

Creating and Managing User Groups

Grouping users is helpful for managing a large number of users - typically by geography, department, or role. 

Creating User Groups

  1. Navigate to User Management > User Groups.
  2. Click ✚ Create Group button.
  3. In the Add group screen, fill in the group name.
  4. Select the users you want to assign to this group. This is an optional step, you can add them later. 
  5. Click on Assign.

Assigning Users to a User Group

  1. Create a user group following the instructions provided in the previous section.
  2. Go to User Management > Users page. Check the box next to the users you wish to add to the group. 
  3. Click on Group button located at the top of the page.
  4. Choose the desired group from the list and click on Assign to assign the selected user(s) to that group.
A user can be assigned to an existing group only. Users already assigned to other groups will be reassigned to the current group.
 Users can also be added to groups from the User Groups page:
  1. Go to User Management > User Groups.
  2. Select a group from the list.
  3. Click on Add Member.
  4. Select the users you want to assign to the group and click on Assign.


Managing User Groups

To manage or update the group information, click on the group to open the User Group information tray. The following options are available:
• Update group name.
• Add new user(s) to the group.
• Delete user(s) from the group.
• Delete a group.

Deleting User Groups

  1. Go to User Management > User Groups.
  2. Select the group(s) you want to delete.
  3. Click on Delete and confirm the deletion, or delete the group from the User Group information tray.


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