Learn how to create and edit user groups to streamline managing access to records
This article will cover how to create and edit user groups. Groups streamline managing access to records by providing the ability to group users together and assign the group as a whole.
Click Administration, then Group(s) on the left side panel.
This dashboard displays all existing groups and their users.
Creating, editing, & deleting a group
To create a group, click Create group and enter the name of the new group.
This group will now appear in the list.
To edit or delete an existing group, right-click it.
You can only delete a group that is not assigned to anything. If you encounter an error like this one while deleting a group, find the record that is linked to the group and unlink the group from it. In this case, it is assigned as the owner and reviewer of one or more records.
Managing group users
Select the relevant group to display all users assigned to that group.
To add a user to a group, go to the group, click Add user, and select the user(s) to add them.
To remove a user from a group, click the red rubbish bin next to their name and confirm your action.
Assigning a group
Groups can be assigned to records and custom registers using the relevant user dropdowns.
To learn about the differences between owners and assigned members, head here.
If a group is assigned a task, e.g. a control responsibility, each user in the group will need to individually complete the task, i.e. one user from the group completing the task does not complete the tasks belonging to other users in the group.