User Groups Overview

A User Group is a great way to group your users. When grouped, you can assign a User Group wherever possible to set a user within the system. For example, tasks, notes, checklists, reminders, automation etc.  

For Example

A User Group is a great way to ensure that when one user leaves or becomes unavailable, it is still available to all other users within the group and ensures that items don't get missed. It also means that when a user leaves and is no longer an administrator, you can update the User Group with the new user re-assigning any Tasks or Automations. 

 

Add a User Group

To add a new User Group, follow these steps:

  • Go to AdministrationSecurityUser Groups
  • Click the [+] Icon to add a new User Group.
  • Complete the Group window. 

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  1. Enabled - Check to Enable this Group and make it available as an Assigned User option.
  2. Name - Add a unique Name to make it easier to find and search for later on.
  3. Description - Add a Description to help describe the group and its purpose. 
  • Complete the Available Users window. Check the Add box next to each user you wish to add to the User Group

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  • Click, Create.

You have now added a new User Group to the system.

 

Edit a User Group

To edit an existing User Group, follow these steps:

  • Go to AdministrationSecurityUser Groups
  • Click the Edit icon next to the User Group you wish to change. 

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  • Make any required changes.
  • Click, Update.

You have now edited an existing User Group. 

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