User Groups

The User Groups page displays the current list of user groups. User groups are used to assign Roles to groups of users.

Roles define specific actions that a user account with that Role can perform. A user who is part of a group receives all of the Roles that are assigned to that group, in addition to any Roles that are assigned to their user account individually.

Note:  

In order to access the User Groups page, your user account must have the CustomerAdmin Role.
  1. Navigate to Settings > User Management and select the User Groups tab.
  2. Click NEW GROUP and complete the form:
    • A Group Name is required.
    • Roles define actions that the members of this group are allowed to perform. Select one or more roles from the dropdown menu to assign them to the group. See Roles for more information.
    • To add user accounts to the group, use the arrow keys to move users between the Not Members and Members lists. Use the search field to search for specific accounts.

  3. Click Save to create the new user group.

  1. Navigate to Settings > User Management and select the User Groups tab.
  2. Select one or more groups, then select one of the following:
    • Edit: You can only edit one group at a time.
    • Duplicate: You can only duplicate one group at a time. You must make a change to the duplicate group before you can save it.
    • Delete: Delete the group(s).