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 the ✚ Create Group button.
  3. In the Add group screen, fill in the group name.
  4. (Optional) Select the users you want to assign to this group. You can also add them later. 
  5. Click Assign.

Assigning Users 

  1. Select a group from the list.
  2. The Group information tray appears on the right.
  3. Click Add Member.
  4. Select the checkboxes for the users you want to assign to the group.
  5. Click Assign.

Assigning Users from the Users Page

  1. Create a user group as explained in the previous section.
  2. Go to User Management > Users. 
  3. Select the checkbox next to the users you want to add to the group.
  4. Click the Group button at the top of the page.
  5. Select the group to assign the user(s) to 
  6. Click Group.
Notes
A user can only be assigned to an existing group. If a user is already assigned to another group, they will be reassigned to the selected group.

Managing User Groups

To manage or update the group information, click the group name to open Group information tray. The following options are available:
  1. Edit/Delete Group: click the ⋮ (three-dot menu) in the top-right corner and select either Edit or Delete. 
  2. Add Members: click the Add Member button.
  3. Remove Members: click the Delete icon next to any member in the list.

Deleting User Groups

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

Search Option

Click the Search icon  selectedImg  in the top right corner of the page to filter results by test Name.

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