User Groups

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.

Group Management

Navigate to group management by selecting Administration then Groups on the left side panel.

This dashboard displays all existing groups and which users are assigned to these.

Create a Group

To create a group just click "Create group" and enter the name of the new group.

This group will now appear in the "Your Groups" list.

Managing Group Users

Select the relevant group to display all users assigned to that group.

To add a user, click "Add user" and then select the relevant user(s) to add to this group.

To remove a user, click the red rubbish bin next to their name and then confirm that you wish to remove them.

Assign Group to Record

Groups can be assigned to records and custom registers using the "Access Member" drop down.