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
- Click the “New user group” link
- Enter the required details
- Save
View user group details
- Click the user group name
- Check the displayed details
- Navigate to other tabs for additional details
Remove user group
- Click the user group name
- Click the “Remove user group” button at the bottom left
- Approve as prompted
Include user to user group
- Click the user group name
- Navigate to the “Users” tab
- Click the “Include user” tab
- Click the “Include” link to add a user to user group
- Click the “Save user group” to apply changes
Exclude user from user group
- Click the user group name
- Navigate to the “Users” tab, in the pop-up window
- Click “Exclude” link to remove a user from user group
- Click “Save user group” to apply changes
Grant role
- Click the user group name
- Click the “Service access” tab
- Choose a company, company group or subscriber from the list
- Choose a role or role group
- Check the “Action” column to see unsaved changes
- Click “Save actions” to apply changes
Revoke role
- Click the user group name
- Navigate to the “Service access” tab.
- Click the toggle button in the “Action” column and switch it from “None” to “Revoke” for the desired roles.
- Click “Save actions” to apply changes
View change log
- Click the user group name
- Click the “Change log” tab
- View all changes made to the user group