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.

Creating, editing or deleting a group

Managing group users

Assigning groups

Select Administration, then Group(s) on the left side panel to view the dashboard that displays all existing groups and their users.

Creating, editing, or 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 the name of the group and select edit or delete.

Note: 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(s) to a group, select the group, click Add user, select the user(s) and then click Save at the bottom of the list to add them to this particular group.

To remove a user from a group, select the group in question then click the red rubbish/trash 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.

For more information on managing users within 6clicks:

Learn how to create new users and handle inactive users here.

Learn how to manage user roles and permissions here.

For more information on how the 6clicks Hub & Spoke model supports user access management, click here.