User Group

A User Group is a collection of users grouped together for simplifying access management. Assigning permissions to a group instead of individual users ensures consistent access for all members of the group and simplifies administration.

Create a new user group

  1. Click the “New user group” link
  2. Enter the required details
  3. Save

View user group details

  1. Click the user group name
  2. Check the displayed details
  3. Navigate to other tabs for additional details

Remove user group

  1. Click the user group name
  2. Click the “Remove user group” button at the bottom left
  3. Approve as prompted

Include user to user group

  1. Click the user group name
  2. Navigate to the “Users” tab
  3. Click the “Include user” tab
  4. Click the “Include” link to add a user to user group
  5. Click the “Save user group” to apply changes

Exclude user from user group

  1. Click the user group name
  2. Navigate to the “Users” tab, in the pop-up window
  3. Click “Exclude” link to remove a user from user group
  4. Click “Save user group” to apply changes

Grant role

  1. Click the user group name
  2. Click the “Service access” tab
  3. Choose a company, company group or subscriber from the list
  4. Choose a role or role group
  5. Check the “Action” column to see unsaved changes
  6. Click “Save actions” to apply changes

Revoke role

  1. Click the user group name
  2. Navigate to the “Service access” tab.
  3. Click the toggle button in the “Action” column and switch it from “None” to “Revoke” for the desired roles.
  4. Click “Save actions” to apply changes

View change log

  1. Click the user group name
  2. Click the “Change log” tab
  3. View all changes made to the user group
Last modified March 26, 2025